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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 | $9,990 | $133,981-92.5% | $112,249-91.1% | $134,532-92.6% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -14.80% | 47.16%-62.0pp | 27.48%-42.3pp | 418.27%-433.1pp |
| Employer contribution / active EE | $417 | $4,040-89.7% | $3,636-88.5% | $4,741-91.2% |
| Participant deferral / active EE | $3,330 | $5,292-37.1% | $4,729-29.6% | $6,401-48.0% |
| Admin fee / account holder | $321 | $7,492-95.7% | $6,412-95.0% | $11,429-97.2% |