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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 | $16,142 | $131,835-87.8% | $108,582-85.1% | $273,972-94.1% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.6%-36.7pp | 83.0%-40.2pp |
| Annual return | 7.48% | -91.57%+99.0pp | -51.70%+59.2pp | 41.46%-34.0pp |
| Employer contribution / active EE | $645 | $4,913-86.9% | $3,758-82.8% | $4,869-86.7% |
| Participant deferral / active EE | $1,525 | $5,127-70.3% | $4,311-64.6% | $5,287-71.2% |
| Admin fee / account holder | $449 | $10,253-95.6% | $7,645-94.1% | $10,133-95.6% |