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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 | $8,701 | $92,219-90.6% | $76,767-88.7% | $135,380-93.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -8.48% | 5.46%-13.9pp | 2.43%-10.9pp | 519.81%-528.3pp |
| Employer contribution / active EE | $132 | $3,216-95.9% | $2,485-94.7% | $4,779-97.2% |
| Participant deferral / active EE | $1,447 | $4,508-67.9% | $3,852-62.4% | $5,609-74.2% |
| Admin fee / account holder | $1,451 | $10,749-86.5% | $6,675-78.3% | $10,828-86.6% |