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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 | $7,557 | $42,910-82.4% | $60,919-87.6% | $68,490-89.0% |
| Participation rate | 55.6% | 66.8%-11.2pp | 73.1%-17.5pp | 67.9%-12.3pp |
| Annual return | -17.78% | -13.99%-3.8pp | 16.96%-34.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $142 | $1,978-92.8% | $2,704-94.8% | $2,597-94.5% |
| Participant deferral / active EE | $1,022 | $2,866-64.3% | $3,814-73.2% | $4,028-74.6% |
| Admin fee / account holder | $400 | $3,104-87.1% | $3,228-87.6% | $5,403-92.6% |