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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,846 | $133,998-94.9% | $112,263-93.9% | $134,545-94.9% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -17.51% | 47.17%-64.7pp | 27.49%-45.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $478 | $4,040-88.2% | $3,636-86.8% | $4,742-89.9% |
| Participant deferral / active EE | $2,074 | $5,292-60.8% | $4,729-56.1% | $6,401-67.6% |
| Admin fee / account holder | $602 | $7,493-92.0% | $6,410-90.6% | $11,431-94.7% |