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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 | $11,045 | $67,411-83.6% | $91,004-87.9% | $70,124-84.2% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 18.50% | -40.16%+58.7pp | 4.60%+13.9pp | 73.14%-54.6pp |
| Employer contribution / active EE | $331 | $1,786-81.5% | $2,456-86.5% | $2,342-85.9% |
| Participant deferral / active EE | $1,898 | $2,823-32.8% | $3,548-46.5% | $3,332-43.0% |
| Admin fee / account holder | $337 | $4,236-92.0% | $5,417-93.8% | $4,645-92.7% |