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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 | $7,708 | $142,392-94.6% | $119,622-93.6% | $134,532-94.3% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -16.25% | -12.46%-3.8pp | -14.98%-1.3pp | 418.27%-434.5pp |
| Employer contribution / active EE | $758 | $5,224-85.5% | $4,232-82.1% | $4,741-84.0% |
| Participant deferral / active EE | $2,262 | $6,467-65.0% | $5,601-59.6% | $6,401-64.7% |
| Admin fee / account holder | $1,097 | $13,593-91.9% | $10,328-89.4% | $11,429-90.4% |