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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 | $1,818 | $131,835-98.6% | $108,582-98.3% | $273,972-99.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 151.12% | -91.57%+242.7pp | -51.70%+202.8pp | 41.46%+109.7pp |
| Employer contribution / active EE | $342 | $4,913-93.0% | $3,758-90.9% | $4,869-93.0% |
| Participant deferral / active EE | $1,683 | $5,127-67.2% | $4,311-61.0% | $5,287-68.2% |
| Admin fee / account holder | $989 | $10,253-90.4% | $7,645-87.1% | $10,133-90.2% |