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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 | $11,613 | $75,959-84.7% | $154,114-92.5% | $64,181-81.9% |
| Participation rate | 25.5% | 70.4%-44.9pp | 83.0%-57.5pp | 69.6%-44.0pp |
| Annual return | -4.63% | 30.32%-35.0pp | 735.16%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $132 | $3,350-96.1% | $5,298-97.5% | $2,381-94.5% |
| Participant deferral / active EE | $995 | $3,175-68.7% | $5,081-80.4% | $3,470-71.3% |
| Admin fee / account holder | $17,304 | $5,589+209.6% | $13,411+29.0% | $4,887+254.1% |