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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 | $6,532 | $92,684-93.0% | $82,706-92.1% | $134,509-95.1% |
| Participation rate | 30.0% | 75.2%-45.2pp | 72.6%-42.6pp | 81.2%-51.2pp |
| Annual return | -19.60% | 945.84%-965.4pp | 701.76%-721.4pp | 418.13%-437.7pp |
| Employer contribution / active EE | $196 | $3,272-94.0% | $3,007-93.5% | $4,741-95.9% |
| Participant deferral / active EE | $1,192 | $4,800-75.2% | $4,394-72.9% | $6,400-81.4% |
| Admin fee / account holder | $565 | $5,982-90.6% | $5,329-89.4% | $11,427-95.1% |