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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 | $10,144 | $33,067-69.3% | $76,518-86.7% | $56,287-82.0% |
| Participation rate | 27.6% | 55.4%-27.8pp | 68.0%-40.4pp | 69.9%-42.2pp |
| Annual return | -8.12% | 2.72%-10.8pp | -0.27%-7.9pp | -9.96%+1.8pp |
| Employer contribution / active EE | $67 | $1,200-94.4% | $2,647-97.5% | $2,111-96.8% |
| Participant deferral / active EE | $1,335 | $2,240-40.4% | $3,836-65.2% | $3,350-60.2% |
| Admin fee / account holder | $1,182 | $537+120.1% | $4,849-75.6% | $521+126.9% |