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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 | $31,626 | $94,529-66.5% | $140,019-77.4% | $64,173-50.7% |
| Participation rate | 55.6% | 84.1%-28.5pp | 87.5%-31.9pp | 69.6%-14.0pp |
| Annual return | -6.44% | 7.77%-14.2pp | 651.15%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $259 | $3,812-93.2% | $5,605-95.4% | $2,381-89.1% |
| Participant deferral / active EE | $2,663 | $5,250-49.3% | $6,927-61.6% | $3,470-23.3% |
| Admin fee / account holder | $1,231 | $6,741-81.7% | $10,705-88.5% | $4,887-74.8% |