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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 | $8,778 | $73,839-88.1% | $143,788-93.9% | $68,495-87.2% |
| Participation rate | 38.1% | 66.7%-28.6pp | 80.3%-42.2pp | 67.9%-29.8pp |
| Annual return | -8.27% | 1.01%-9.3pp | -0.03%-8.2pp | -7.84%-0.4pp |
| Employer contribution / active EE | $368 | $3,184-88.4% | $4,952-92.6% | $2,596-85.8% |
| Participant deferral / active EE | $1,305 | $3,384-61.4% | $5,638-76.8% | $4,028-67.6% |
| Admin fee / account holder | $1,596 | $5,755-72.3% | $14,675-89.1% | $5,403-70.5% |