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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 | $11,065 | $138,102-92.0% | $125,381-91.2% | $134,532-91.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.71% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $934 | $5,245-82.2% | $4,815-80.6% | $4,741-80.3% |
| Participant deferral / active EE | $3,826 | $7,801-51.0% | $7,448-48.6% | $6,401-40.2% |
| Admin fee / account holder | $174,851 | $11,568+1411.5% | $10,007+1647.3% | $11,429+1429.9% |