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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 | $7,561 | $73,848-89.8% | $143,799-94.7% | $68,486-89.0% |
| Participation rate | 49.2% | 66.7%-17.4pp | 80.3%-31.1pp | 67.9%-18.7pp |
| Annual return | -11.03% | 0.91%-11.9pp | -0.04%-11.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $177 | $3,184-94.4% | $4,952-96.4% | $2,597-93.2% |
| Participant deferral / active EE | $1,236 | $3,385-63.5% | $5,638-78.1% | $4,028-69.3% |
| Admin fee / account holder | $419 | $5,755-92.7% | $14,677-97.1% | $5,404-92.2% |