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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 | $11,541 | $75,959-84.8% | $154,114-92.5% | $64,181-82.0% |
| Participation rate | 48.0% | 70.4%-22.4pp | 83.0%-35.0pp | 69.6%-21.6pp |
| Annual return | -5.40% | 30.32%-35.7pp | 735.16%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $150 | $3,350-95.5% | $5,298-97.2% | $2,381-93.7% |
| Participant deferral / active EE | $1,140 | $3,175-64.1% | $5,081-77.6% | $3,470-67.1% |
| Admin fee / account holder | $1,558 | $5,589-72.1% | $13,411-88.4% | $4,887-68.1% |