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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 | $11,271 | $44,103-74.4% | $75,826-85.1% | $64,173-82.4% |
| Participation rate | 24.0% | 62.7%-38.7pp | 68.2%-44.2pp | 69.6%-45.6pp |
| Annual return | -4.61% | -4.72%+0.1pp | 1914.15%-1918.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $81 | $1,446-94.4% | $1,913-95.8% | $2,381-96.6% |
| Participant deferral / active EE | $926 | $2,204-58.0% | $2,862-67.6% | $3,470-73.3% |
| Admin fee / account holder | $1,680 | $3,506-52.1% | $4,726-64.5% | $4,887-65.6% |