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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 | $9,043 | $133,981-93.3% | $112,249-91.9% | $134,532-93.3% |
| Participation rate | 60.9% | 78.6%-17.7pp | 75.1%-14.2pp | 81.2%-20.4pp |
| Annual return | -17.21% | 47.16%-64.4pp | 27.48%-44.7pp | 418.27%-435.5pp |
| Employer contribution / active EE | $239 | $4,040-94.1% | $3,636-93.4% | $4,741-95.0% |
| Participant deferral / active EE | $2,236 | $5,292-57.7% | $4,729-52.7% | $6,401-65.1% |
| Admin fee / account holder | $2,021 | $7,492-73.0% | $6,412-68.5% | $11,429-82.3% |