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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 | $3,848 | $142,409-97.3% | $119,634-96.8% | $134,545-97.1% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -7.34% | -12.46%+5.1pp | -14.98%+7.6pp | 418.37%-425.7pp |
| Employer contribution / active EE | $172 | $5,224-96.7% | $4,232-95.9% | $4,742-96.4% |
| Participant deferral / active EE | $11,643 | $6,468+80.0% | $5,601+107.9% | $6,401+81.9% |
| Admin fee / account holder | $172,074 | $13,594+1165.8% | $10,329+1565.9% | $11,431+1405.4% |