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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 | $15,506 | $110,083-85.9% | $151,628-89.8% | $68,495-77.4% |
| Participation rate | 59.3% | 84.0%-24.7pp | 87.5%-28.2pp | 67.9%-8.6pp |
| Annual return | -17.54% | -10.12%-7.4pp | 3.34%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $987 | $4,470-77.9% | $6,165-84.0% | $2,596-62.0% |
| Participant deferral / active EE | $5,280 | $6,526-19.1% | $8,363-36.9% | $4,028+31.1% |
| Admin fee / account holder | $326 | $7,718-95.8% | $11,613-97.2% | $5,403-94.0% |