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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 | $9,673 | $73,839-86.9% | $143,788-93.3% | $68,495-85.9% |
| Participation rate | 52.6% | 66.7%-14.1pp | 80.3%-27.7pp | 67.9%-15.3pp |
| Annual return | -17.92% | 1.01%-18.9pp | -0.03%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $332 | $3,184-89.6% | $4,952-93.3% | $2,596-87.2% |
| Participant deferral / active EE | $1,124 | $3,384-66.8% | $5,638-80.1% | $4,028-72.1% |
| Admin fee / account holder | $1,527 | $5,755-73.5% | $14,675-89.6% | $5,403-71.7% |