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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 | $9,988 | $49,177-79.7% | $79,467-87.4% | $64,173-84.4% |
| Participation rate | 56.8% | 65.0%-8.3pp | 73.3%-16.6pp | 69.6%-12.8pp |
| Annual return | -2.66% | -1.16%-1.5pp | 718.30%-721.0pp | 7.63%-10.3pp |
| Employer contribution / active EE | $152 | $2,076-92.7% | $2,800-94.6% | $2,381-93.6% |
| Participant deferral / active EE | $1,531 | $2,821-45.7% | $3,704-58.7% | $3,470-55.9% |
| Admin fee / account holder | $3,318 | $3,839-13.6% | $5,104-35.0% | $4,887-32.1% |