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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 | $10,033 | $69,518-85.6% | $59,887-83.2% | $135,379-92.6% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.7%-34.7pp | 82.6%-42.6pp |
| Annual return | -6.42% | 7.95%-14.4pp | 3.46%-9.9pp | 519.79%-526.2pp |
| Employer contribution / active EE | $326 | $3,235-89.9% | $2,722-88.0% | $4,779-93.2% |
| Participant deferral / active EE | $789 | $4,204-81.2% | $3,402-76.8% | $5,609-85.9% |
| Admin fee / account holder | $3,778 | $5,734-34.1% | $3,591+5.2% | $10,828-65.1% |