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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 | $10,486 | $154,209-93.2% | $130,062-91.9% | $139,487-92.5% |
| Participation rate | 43.8% | 82.0%-38.2pp | 78.5%-34.8pp | 80.3%-36.6pp |
| Annual return | 22.11% | 32.52%-10.4pp | -137.37%+159.5pp | 373.84%-351.7pp |
| Employer contribution / active EE | $76 | $5,292-98.6% | $4,322-98.3% | $4,755-98.4% |
| Participant deferral / active EE | $3,458 | $6,709-48.5% | $5,821-40.6% | $6,713-48.5% |
| Admin fee / account holder | $1,374 | $13,988-90.2% | $10,601-87.0% | $11,407-88.0% |