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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 | $4,391 | $42,910-89.8% | $60,919-92.8% | $68,490-93.6% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -18.03% | -13.99%-4.0pp | 16.96%-35.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $100 | $1,978-94.9% | $2,704-96.3% | $2,597-96.1% |
| Participant deferral / active EE | $1,075 | $2,866-62.5% | $3,814-71.8% | $4,028-73.3% |
| Admin fee / account holder | $322 | $3,104-89.6% | $3,228-90.0% | $5,403-94.0% |