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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 | $12,281 | $167,362-92.7% | $143,799-91.5% | $134,532-90.9% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -18.07% | 0.47%-18.5pp | -0.04%-18.0pp | 418.27%-436.3pp |
| Employer contribution / active EE | $954 | $5,620-83.0% | $4,952-80.7% | $4,741-79.9% |
| Participant deferral / active EE | $3,697 | $6,447-42.7% | $5,638-34.4% | $6,401-42.2% |
| Admin fee / account holder | $595 | $18,094-96.7% | $14,677-95.9% | $11,429-94.8% |