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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 | $10,193 | $57,352-82.2% | $83,831-87.8% | $64,173-84.1% |
| Participation rate | 40.7% | 68.6%-27.9pp | 76.1%-35.4pp | 69.6%-28.8pp |
| Annual return | -3.14% | 11.38%-14.5pp | 850.99%-854.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $223 | $2,546-91.2% | $3,631-93.9% | $2,381-90.6% |
| Participant deferral / active EE | $1,994 | $2,993-33.4% | $4,082-51.1% | $3,470-42.5% |
| Admin fee / account holder | $7,475 | $4,046+84.7% | $5,479+36.4% | $4,887+52.9% |