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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 | $14,376 | $64,719-77.8% | $112,249-87.2% | $68,486-79.0% |
| Participation rate | 55.7% | 67.2%-11.4pp | 75.1%-19.3pp | 67.9%-12.2pp |
| Annual return | -17.44% | -11.40%-6.0pp | 27.48%-44.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $647 | $2,747-76.4% | $3,636-82.2% | $2,597-75.1% |
| Participant deferral / active EE | $1,789 | $3,565-49.8% | $4,729-62.2% | $4,028-55.6% |
| Admin fee / account holder | $633 | $5,232-87.9% | $6,412-90.1% | $5,404-88.3% |