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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 | $9,517 | $69,012-86.2% | $160,037-94.1% | $68,490-86.1% |
| Participation rate | 25.7% | 65.4%-39.7pp | 78.0%-52.3pp | 67.9%-42.2pp |
| Annual return | -3.52% | -9.65%+6.1pp | 408.95%-412.5pp | -7.85%+4.3pp |
| Employer contribution / active EE | $265 | $2,212-88.0% | $4,226-93.7% | $2,597-89.8% |
| Participant deferral / active EE | $1,969 | $4,212-53.3% | $6,184-68.2% | $4,028-51.1% |
| Admin fee / account holder | $2,988 | $4,798-37.7% | $8,716-65.7% | $5,403-44.7% |