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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 | $6,592 | $43,730-84.9% | $121,220-94.6% | $64,173-89.7% |
| Participation rate | 41.7% | 58.3%-16.7pp | 71.8%-30.1pp | 69.6%-27.9pp |
| Annual return | -0.73% | 68.94%-69.7pp | 16.94%-17.7pp | 7.63%-8.4pp |
| Employer contribution / active EE | $130 | $1,297-90.0% | $4,023-96.8% | $2,381-94.6% |
| Participant deferral / active EE | $924 | $2,281-59.5% | $3,345-72.4% | $3,470-73.4% |
| Admin fee / account holder | $5,869 | $3,502+67.6% | $5,021+16.9% | $4,887+20.1% |