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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 | $11,852 | $75,962-84.4% | $154,108-92.3% | $64,173-81.5% |
| Participation rate | 41.0% | 70.4%-29.4pp | 83.0%-42.1pp | 69.6%-28.6pp |
| Annual return | -3.91% | 30.32%-34.2pp | 735.21%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $270 | $3,350-91.9% | $5,298-94.9% | $2,381-88.7% |
| Participant deferral / active EE | $928 | $3,175-70.8% | $5,081-81.7% | $3,470-73.3% |
| Admin fee / account holder | $1,129 | $5,589-79.8% | $13,411-91.6% | $4,887-76.9% |