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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 | $645 | $93,117-99.3% | $77,096-99.2% | $134,532-99.5% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | -18.46% | 62.67%-81.1pp | 42.35%-60.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $129 | $3,420-96.2% | $2,814-95.4% | $4,741-97.3% |
| Participant deferral / active EE | $987 | $5,241-81.2% | $4,429-77.7% | $6,401-84.6% |
| Admin fee / account holder | $651 | $6,948-90.6% | $5,428-88.0% | $11,429-94.3% |