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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 | $5,218 | $67,352-92.3% | $60,899-91.4% | $134,509-96.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -16.35% | 49.99%-66.3pp | 16.92%-33.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $38 | $3,098-98.8% | $2,702-98.6% | $4,741-99.2% |
| Participant deferral / active EE | $1,095 | $4,539-75.9% | $3,817-71.3% | $6,400-82.9% |
| Admin fee / account holder | $1,372 | $4,585-70.1% | $3,225-57.5% | $11,427-88.0% |