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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 | $10,094 | $43,338-76.7% | $59,887-83.1% | $64,173-84.3% |
| Participation rate | 68.8% | 69.2%-0.4pp | 74.7%-6.0pp | 69.6%-0.8pp |
| Annual return | -6.13% | -1.55%-4.6pp | 3.46%-9.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $900 | $2,547-64.7% | $3,402-73.5% | $3,470-74.1% |
| Admin fee / account holder | $2,463 | $3,007-18.1% | $3,591-31.4% | $4,887-49.6% |