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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 | $8,641 | $73,839-88.3% | $143,788-94.0% | $68,495-87.4% |
| Participation rate | 60.9% | 66.7%-5.8pp | 80.3%-19.4pp | 67.9%-7.0pp |
| Annual return | -16.40% | 1.01%-17.4pp | -0.03%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $267 | $3,184-91.6% | $4,952-94.6% | $2,596-89.7% |
| Participant deferral / active EE | $1,018 | $3,384-69.9% | $5,638-81.9% | $4,028-74.7% |
| Admin fee / account holder | $807 | $5,755-86.0% | $14,675-94.5% | $5,403-85.1% |