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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 | $9,846 | $42,396-76.8% | $67,313-85.4% | $56,287-82.5% |
| Participation rate | 21.2% | 61.0%-39.8pp | 69.1%-47.9pp | 69.9%-48.6pp |
| Annual return | 72.80% | -36.63%+109.4pp | -4.08%+76.9pp | -9.96%+82.8pp |
| Employer contribution / active EE | $48 | $1,414-96.6% | $2,566-98.1% | $2,111-97.7% |
| Participant deferral / active EE | $974 | $2,360-58.7% | $3,568-72.7% | $3,350-70.9% |
| Admin fee / account holder | $728 | $510+42.8% | $4,507-83.8% | $521+39.7% |