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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 | $5,770 | $134,001-95.7% | $112,258-94.9% | $134,509-95.7% |
| Participation rate | 10.0% | 78.6%-68.6pp | 75.1%-65.1pp | 81.2%-71.2pp |
| Annual return | -11.10% | 47.15%-58.3pp | 27.47%-38.6pp | 418.13%-429.2pp |
| Employer contribution / active EE | $205 | $4,039-94.9% | $3,636-94.4% | $4,741-95.7% |
| Participant deferral / active EE | $1,579 | $5,291-70.2% | $4,728-66.6% | $6,400-75.3% |
| Admin fee / account holder | $4,400 | $7,491-41.3% | $6,411-31.4% | $11,427-61.5% |