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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 | $10,712 | $167,362-93.6% | $143,799-92.6% | $134,532-92.0% |
| Participation rate | 11.1% | 84.8%-73.7pp | 80.3%-69.2pp | 81.2%-70.1pp |
| Annual return | -19.00% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $876 | $5,620-84.4% | $4,952-82.3% | $4,741-81.5% |
| Participant deferral / active EE | $2,703 | $6,447-58.1% | $5,638-52.1% | $6,401-57.8% |
| Admin fee / account holder | $10,727 | $18,094-40.7% | $14,677-26.9% | $11,429-6.1% |