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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 | $10,859 | $75,935-85.7% | $60,547-82.1% | $125,389-91.3% |
| Participation rate | 26.7% | 76.5%-49.9pp | 68.0%-41.3pp | 83.2%-56.5pp |
| Annual return | 1.78% | -5.38%+7.2pp | 335.64%-333.9pp | 282.24%-280.5pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,410 | $4,506-68.7% | $3,328-57.6% | $5,352-73.7% |
| Admin fee / account holder | $34,878 | $6,768+415.4% | $4,536+668.9% | $9,541+265.6% |