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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 | $3,779 | $133,998-97.2% | $112,263-96.6% | $134,545-97.2% |
| Participation rate | 61.9% | 78.6%-16.7pp | 75.1%-13.2pp | 81.2%-19.3pp |
| Annual return | -19.41% | 47.17%-66.6pp | 27.49%-46.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $744 | $4,040-81.6% | $3,636-79.5% | $4,742-84.3% |
| Participant deferral / active EE | $1,608 | $5,292-69.6% | $4,729-66.0% | $6,401-74.9% |
| Admin fee / account holder | $1,117 | $7,493-85.1% | $6,410-82.6% | $11,431-90.2% |