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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 | $11,616 | $91,525-87.3% | $130,026-91.1% | $75,181-84.5% |
| Participation rate | 32.0% | 71.4%-39.4pp | 78.5%-46.5pp | 67.2%-35.2pp |
| Annual return | 29.61% | -631.40%+661.0pp | -137.26%+166.9pp | 160.69%-131.1pp |
| Employer contribution / active EE | $21 | $2,844-99.3% | $4,321-99.5% | $2,671-99.2% |
| Participant deferral / active EE | $2,072 | $4,342-52.3% | $5,821-64.4% | $4,126-49.8% |
| Admin fee / account holder | $679 | $6,778-90.0% | $10,608-93.6% | $5,650-88.0% |