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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 | $7,036 | $49,177-85.7% | $79,467-91.1% | $64,173-89.0% |
| Participation rate | 68.4% | 65.0%+3.4pp | 73.3%-4.9pp | 69.6%-1.1pp |
| Annual return | 6.74% | -1.16%+7.9pp | 718.30%-711.6pp | 7.63%-0.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,755 | $2,821-37.8% | $3,704-52.6% | $3,470-49.4% |
| Admin fee / account holder | $1,863 | $3,839-51.5% | $5,104-63.5% | $4,887-61.9% |