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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 | $5,191 | $59,813-91.3% | $79,580-93.5% | $68,486-92.4% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.5%-26.6pp | 67.9%-25.0pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $264 | $1,505-82.5% | $2,413-89.1% | $2,597-89.8% |
| Participant deferral / active EE | $1,858 | $3,024-38.6% | $3,985-53.4% | $4,028-53.9% |
| Admin fee / account holder | $386 | $4,835-92.0% | $6,835-94.4% | $5,404-92.9% |