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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 | $7,973 | $131,835-94.0% | $108,582-92.7% | $273,972-97.1% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 5.67% | -91.57%+97.2pp | -51.70%+57.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $703 | $4,913-85.7% | $3,758-81.3% | $4,869-85.6% |
| Participant deferral / active EE | $2,148 | $5,127-58.1% | $4,311-50.2% | $5,287-59.4% |
| Admin fee / account holder | $310 | $10,253-97.0% | $7,645-95.9% | $10,133-96.9% |