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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 | $9,347 | $73,863-87.3% | $143,797-93.5% | $68,490-86.4% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.4pp | 67.9%+1.1pp |
| Annual return | -17.26% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $308 | $3,185-90.3% | $4,952-93.8% | $2,597-88.1% |
| Participant deferral / active EE | $1,516 | $3,385-55.2% | $5,638-73.1% | $4,028-62.4% |
| Admin fee / account holder | $885 | $5,756-84.6% | $14,679-94.0% | $5,403-83.6% |