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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 | $6,623 | $43,730-84.9% | $121,208-94.5% | $64,181-89.7% |
| Participation rate | 60.0% | 58.3%+1.7pp | 71.8%-11.8pp | 69.6%-9.6pp |
| Annual return | -7.65% | 68.94%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $200 | $1,297-84.6% | $4,023-95.0% | $2,381-91.6% |
| Participant deferral / active EE | $1,238 | $2,281-45.7% | $3,345-63.0% | $3,470-64.3% |
| Admin fee / account holder | $415 | $3,502-88.2% | $5,020-91.7% | $4,887-91.5% |