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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 | $8,354 | $75,962-89.0% | $154,108-94.6% | $64,173-87.0% |
| Participation rate | 69.0% | 70.4%-1.4pp | 83.0%-14.0pp | 69.6%-0.5pp |
| Annual return | -5.33% | 30.32%-35.7pp | 735.21%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $229 | $3,350-93.2% | $5,298-95.7% | $2,381-90.4% |
| Participant deferral / active EE | $952 | $3,175-70.0% | $5,081-81.3% | $3,470-72.6% |
| Admin fee / account holder | $1,381 | $5,589-75.3% | $13,411-89.7% | $4,887-71.7% |