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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 | $8,571 | $64,307-86.7% | $57,349-85.1% | $125,388-93.2% |
| Participation rate | 64.3% | 78.6%-14.4pp | 75.1%-10.8pp | 83.2%-18.9pp |
| Annual return | -3.07% | 25.14%-28.2pp | 24.40%-27.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,806 | $3,847-1.1% | $3,162+20.4% | $5,352-28.9% |
| Admin fee / account holder | $857 | $5,242-83.6% | $3,356-74.5% | $9,541-91.0% |