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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 | $9,221 | $78,694-88.3% | $67,652-86.4% | $125,389-92.6% |
| Participation rate | 63.6% | 78.8%-15.2pp | 75.7%-12.0pp | 83.2%-19.6pp |
| Annual return | -0.69% | 9.46%-10.1pp | 6625.40%-6626.1pp | 282.24%-282.9pp |
| Employer contribution / active EE | $199 | $3,044-93.5% | $2,266-91.2% | $4,866-95.9% |
| Participant deferral / active EE | $1,310 | $4,292-69.5% | $3,560-63.2% | $5,352-75.5% |
| Admin fee / account holder | $9,699 | $7,403+31.0% | $4,821+101.2% | $9,541+1.7% |