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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 | $14,407 | $50,947-71.7% | $74,549-80.7% | $64,173-77.6% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -7.72% | -1.85%-5.9pp | 32.53%-40.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $68 | $1,115-93.9% | $1,961-96.5% | $2,381-97.2% |
| Participant deferral / active EE | $1,291 | $2,302-43.9% | $3,108-58.5% | $3,470-62.8% |
| Admin fee / account holder | $1,004 | $4,221-76.2% | $5,059-80.2% | $4,887-79.5% |