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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 | $14,568 | $131,835-88.9% | $108,582-86.6% | $273,972-94.7% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.78% | -91.57%+97.4pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $789 | $4,913-83.9% | $3,758-79.0% | $4,869-83.8% |
| Participant deferral / active EE | $2,040 | $5,127-60.2% | $4,311-52.7% | $5,287-61.4% |
| Admin fee / account holder | $421 | $10,253-95.9% | $7,645-94.5% | $10,133-95.8% |