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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 | $11,257 | $64,138-82.4% | $112,258-90.0% | $66,930-83.2% |
| Participation rate | 69.0% | 68.5%+0.5pp | 75.1%-6.1pp | 69.8%-0.8pp |
| Annual return | -15.93% | -13.81%-2.1pp | 27.47%-43.4pp | 1.57%-17.5pp |
| Employer contribution / active EE | $711 | $3,006-76.4% | $3,636-80.5% | $2,545-72.1% |
| Participant deferral / active EE | $2,891 | $3,694-21.7% | $4,728-38.9% | $4,238-31.8% |
| Admin fee / account holder | $1,672 | $625+167.4% | $6,411-73.9% | $593+181.8% |