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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 | $10,035 | $167,362-94.0% | $143,799-93.0% | $134,532-92.5% |
| Participation rate | 68.4% | 84.8%-16.4pp | 80.3%-11.9pp | 81.2%-12.8pp |
| Annual return | -18.92% | 0.47%-19.4pp | -0.04%-18.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $669 | $5,620-88.1% | $4,952-86.5% | $4,741-85.9% |
| Participant deferral / active EE | $2,286 | $6,447-64.5% | $5,638-59.4% | $6,401-64.3% |
| Admin fee / account holder | $4,430 | $18,094-75.5% | $14,677-69.8% | $11,429-61.2% |