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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 | $13,282 | $97,732-86.4% | $83,831-84.2% | $135,380-90.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -9.13% | 1287.56%-1296.7pp | 850.99%-860.1pp | 519.81%-528.9pp |
| Employer contribution / active EE | $671 | $4,222-84.1% | $3,631-81.5% | $4,779-86.0% |
| Participant deferral / active EE | $1,461 | $4,683-68.8% | $4,082-64.2% | $5,609-74.0% |
| Admin fee / account holder | $1,659 | $6,675-75.1% | $5,479-69.7% | $10,828-84.7% |