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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 | $12,336 | $138,072-91.1% | $123,549-90.0% | $135,382-90.9% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -1.71% | 153.69%-155.4pp | 119.20%-120.9pp | 519.77%-521.5pp |
| Employer contribution / active EE | $645 | $5,152-87.5% | $4,628-86.1% | $4,779-86.5% |
| Participant deferral / active EE | $3,414 | $6,799-49.8% | $6,426-46.9% | $5,609-39.1% |
| Admin fee / account holder | $11,622 | $10,917+6.5% | $9,284+25.2% | $10,829+7.3% |