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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 | $3,709 | $92,219-96.0% | $76,767-95.2% | $135,380-97.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -8.33% | 5.46%-13.8pp | 2.43%-10.8pp | 519.81%-528.1pp |
| Employer contribution / active EE | $536 | $3,216-83.3% | $2,485-78.4% | $4,779-88.8% |
| Participant deferral / active EE | $1,750 | $4,508-61.2% | $3,852-54.6% | $5,609-68.8% |
| Admin fee / account holder | $1,417 | $10,749-86.8% | $6,675-78.8% | $10,828-86.9% |