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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 | $16,676 | $50,947-67.3% | $74,551-77.6% | $64,173-74.0% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.1%-1.1pp | 69.6%-1.6pp |
| Annual return | -4.19% | -1.85%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $135 | $1,115-87.9% | $1,961-93.1% | $2,381-94.3% |
| Participant deferral / active EE | $1,880 | $2,302-18.3% | $3,108-39.5% | $3,470-45.8% |
| Admin fee / account holder | $1,419 | $4,221-66.4% | $5,059-72.0% | $4,887-71.0% |