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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 | $6,099 | $61,815-90.1% | $97,295-93.7% | $80,959-92.5% |
| Participation rate | 51.7% | 63.5%-11.8pp | 72.7%-20.9pp | 67.7%-15.9pp |
| Annual return | 14.02% | -558.73%+572.7pp | 75.62%-61.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $198 | $1,836-89.2% | $2,723-92.7% | $2,757-92.8% |
| Participant deferral / active EE | $1,080 | $3,027-64.3% | $4,264-74.7% | $4,300-74.9% |
| Admin fee / account holder | $1,721 | $5,166-66.7% | $5,646-69.5% | $6,925-75.2% |