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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 | $8,511 | $44,850-81.0% | $60,547-85.9% | $59,633-85.7% |
| Participation rate | 33.3% | 59.5%-26.1pp | 68.0%-34.6pp | 68.7%-35.3pp |
| Annual return | -0.51% | 1074.14%-1074.7pp | 335.64%-336.2pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $138 | $1,462-90.6% | $2,419-94.3% | $2,203-93.8% |
| Participant deferral / active EE | $843 | $2,230-62.2% | $3,328-74.7% | $3,192-73.6% |
| Admin fee / account holder | $6,332 | $3,635+74.2% | $4,536+39.6% | $4,297+47.4% |