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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 | $11,215 | $92,219-87.8% | $76,768-85.4% | $135,379-91.7% |
| Participation rate | 43.8% | 79.8%-36.0pp | 77.0%-33.2pp | 82.6%-38.9pp |
| Annual return | -3.31% | 5.46%-8.8pp | 2.43%-5.7pp | 519.79%-523.1pp |
| Employer contribution / active EE | $44 | $3,216-98.6% | $2,485-98.2% | $4,779-99.1% |
| Participant deferral / active EE | $3,578 | $4,508-20.6% | $3,852-7.1% | $5,609-36.2% |
| Admin fee / account holder | $5,637 | $10,749-47.6% | $6,675-15.6% | $10,828-47.9% |