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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 | $16,914 | $131,835-87.2% | $108,582-84.4% | $273,972-93.8% |
| Participation rate | 18.2% | 83.5%-65.3pp | 79.6%-61.4pp | 83.0%-64.8pp |
| Annual return | 6.52% | -91.57%+98.1pp | -51.70%+58.2pp | 41.46%-34.9pp |
| Employer contribution / active EE | $570 | $4,913-88.4% | $3,758-84.8% | $4,869-88.3% |
| Participant deferral / active EE | $1,774 | $5,127-65.4% | $4,311-58.8% | $5,287-66.4% |
| Admin fee / account holder | $944 | $10,253-90.8% | $7,645-87.7% | $10,133-90.7% |