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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 | $4,682 | $91,525-94.9% | $130,026-96.4% | $75,181-93.8% |
| Participation rate | 22.6% | 71.4%-48.9pp | 78.5%-55.9pp | 67.2%-44.6pp |
| Annual return | 22.49% | -631.40%+653.9pp | -137.26%+159.8pp | 160.69%-138.2pp |
| Employer contribution / active EE | $463 | $2,844-83.7% | $4,321-89.3% | $2,671-82.7% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $790 | $6,778-88.3% | $10,608-92.6% | $5,650-86.0% |