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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 | $14,691 | $52,519-72.0% | $155,789-90.6% | $59,633-75.4% |
| Participation rate | 63.8% | 61.7%+2.1pp | 76.1%-12.3pp | 68.7%-4.8pp |
| Annual return | -0.71% | 53.51%-54.2pp | 71.54%-72.2pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $127 | $1,589-92.0% | $3,839-96.7% | $2,203-94.3% |
| Participant deferral / active EE | $1,266 | $3,084-59.0% | $4,798-73.6% | $3,192-60.3% |
| Admin fee / account holder | $324 | $3,540-90.8% | $7,477-95.7% | $4,297-92.5% |