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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 | $10,978 | $54,380-79.8% | $68,509-84.0% | $59,633-81.6% |
| Participation rate | 59.6% | 70.2%-10.6pp | 74.7%-15.2pp | 68.7%-9.1pp |
| Annual return | -1.93% | 2.83%-4.8pp | 8.27%-10.2pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,209 | $2,643-54.3% | $3,382-64.3% | $3,192-62.1% |
| Admin fee / account holder | $4,370 | $3,885+12.5% | $5,275-17.1% | $4,297+1.7% |