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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 | $11,722 | $56,484-79.2% | $169,452-93.1% | $64,173-81.7% |
| Participation rate | 47.9% | 64.5%-16.7pp | 77.8%-29.9pp | 69.6%-21.7pp |
| Annual return | -5.76% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $138 | $1,832-92.5% | $4,157-96.7% | $2,381-94.2% |
| Participant deferral / active EE | $1,780 | $3,448-48.4% | $5,277-66.3% | $3,470-48.7% |
| Admin fee / account holder | $444 | $4,174-89.4% | $9,110-95.1% | $4,887-90.9% |