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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 | $26,437 | $131,835-79.9% | $108,582-75.7% | $273,970-90.4% |
| Participation rate | 69.6% | 83.5%-13.9pp | 79.6%-10.0pp | 83.0%-13.5pp |
| Annual return | 3.87% | -91.57%+95.4pp | -51.70%+55.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $482 | $4,913-90.2% | $3,758-87.2% | $4,869-90.1% |
| Participant deferral / active EE | $1,640 | $5,127-68.0% | $4,311-62.0% | $5,287-69.0% |
| Admin fee / account holder | $1,079 | $10,253-89.5% | $7,645-85.9% | $10,132-89.3% |