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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 | $138,078-92.0% | $125,363-91.2% | $134,509-91.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.71% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.8pp |
| Employer contribution / active EE | $934 | $5,245-82.2% | $4,815-80.6% | $4,741-80.3% |
| Participant deferral / active EE | $3,826 | $7,800-50.9% | $7,447-48.6% | $6,400-40.2% |
| Admin fee / account holder | $174,851 | $11,566+1411.8% | $10,005+1647.6% | $11,427+1430.2% |