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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 | $9,647 | $167,352-94.2% | $143,788-93.3% | $134,509-92.8% |
| Participation rate | 46.7% | 84.8%-38.1pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -12.05% | 0.47%-12.5pp | -0.03%-12.0pp | 418.13%-430.2pp |
| Employer contribution / active EE | $863 | $5,620-84.7% | $4,952-82.6% | $4,741-81.8% |
| Participant deferral / active EE | $3,239 | $6,447-49.8% | $5,638-42.5% | $6,400-49.4% |
| Admin fee / account holder | $6,308 | $18,091-65.1% | $14,675-57.0% | $11,427-44.8% |