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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 | $6,712 | $43,333-84.5% | $59,883-88.8% | $64,181-89.5% |
| Participation rate | 45.0% | 69.2%-24.2pp | 74.7%-29.7pp | 69.6%-24.6pp |
| Annual return | -4.36% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $150 | $2,029-92.6% | $2,722-94.5% | $2,381-93.7% |
| Participant deferral / active EE | $1,726 | $2,547-32.2% | $3,402-49.3% | $3,470-50.3% |
| Admin fee / account holder | $9,889 | $3,006+229.0% | $3,591+175.4% | $4,887+102.3% |