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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 | $12,820 | $75,832-83.1% | $147,617-91.3% | $59,633-78.5% |
| Participation rate | 46.2% | 71.6%-25.4pp | 84.6%-38.5pp | 68.7%-22.5pp |
| Annual return | -0.85% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $119 | $3,485-96.6% | $5,564-97.9% | $2,203-94.6% |
| Participant deferral / active EE | $1,113 | $3,131-64.5% | $4,895-77.3% | $3,192-65.1% |
| Admin fee / account holder | $3,736 | $5,986-37.6% | $11,612-67.8% | $4,297-13.1% |