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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 | $14,947 | $62,589-76.1% | $76,768-80.5% | $64,173-76.7% |
| Participation rate | 65.8% | 72.8%-7.0pp | 77.0%-11.2pp | 69.6%-3.8pp |
| Annual return | -6.06% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $411 | $1,832-77.5% | $2,485-83.4% | $2,381-82.7% |
| Participant deferral / active EE | $1,492 | $3,145-52.6% | $3,852-61.3% | $3,470-57.0% |
| Admin fee / account holder | $863 | $4,667-81.5% | $6,675-87.1% | $4,887-82.3% |