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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 | $25,066 | $66,302-62.2% | $110,241-77.3% | $56,287-55.5% |
| Participation rate | 38.7% | 74.9%-36.2pp | 79.8%-41.1pp | 69.9%-31.2pp |
| Annual return | 3.64% | -1.18%+4.8pp | 314.75%-311.1pp | -9.96%+13.6pp |
| Employer contribution / active EE | $540 | $2,047-73.6% | $3,827-85.9% | $2,111-74.4% |
| Participant deferral / active EE | $3,064 | $3,381-9.4% | $4,672-34.4% | $3,350-8.5% |
| Admin fee / account holder | $2,963 | $698+324.2% | $8,548-65.3% | $521+468.8% |