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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 | $6,747 | $167,353-96.0% | $143,797-95.3% | $134,545-95.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -16.90% | 0.48%-17.4pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $775 | $5,620-86.2% | $4,952-84.4% | $4,742-83.7% |
| Participant deferral / active EE | $3,839 | $6,447-40.4% | $5,638-31.9% | $6,401-40.0% |
| Admin fee / account holder | $5,365 | $18,096-70.4% | $14,679-63.5% | $11,431-53.1% |