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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 | $8,111 | $73,839-89.0% | $143,788-94.4% | $68,495-88.2% |
| Participation rate | 61.8% | 66.7%-4.9pp | 80.3%-18.5pp | 67.9%-6.1pp |
| Annual return | -7.17% | 1.01%-8.2pp | -0.03%-7.1pp | -7.84%+0.7pp |
| Employer contribution / active EE | $178 | $3,184-94.4% | $4,952-96.4% | $2,596-93.1% |
| Participant deferral / active EE | $1,892 | $3,384-44.1% | $5,638-66.4% | $4,028-53.0% |
| Admin fee / account holder | $4,068 | $5,755-29.3% | $14,675-72.3% | $5,403-24.7% |