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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 | $9,551 | $95,915-90.0% | $79,580-88.0% | $134,532-92.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -14.47% | -2.71%-11.8pp | 0.15%-14.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $121 | $3,129-96.1% | $2,413-95.0% | $4,741-97.4% |
| Participant deferral / active EE | $1,625 | $4,693-65.4% | $3,985-59.2% | $6,401-74.6% |
| Admin fee / account holder | $1,933 | $9,132-78.8% | $6,835-71.7% | $11,429-83.1% |