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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 | $5,588 | $73,848-92.4% | $143,799-96.1% | $68,486-91.8% |
| Participation rate | 56.7% | 66.7%-10.0pp | 80.3%-23.6pp | 67.9%-11.2pp |
| Annual return | -18.76% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $291 | $3,184-90.9% | $4,952-94.1% | $2,597-88.8% |
| Participant deferral / active EE | $1,434 | $3,385-57.6% | $5,638-74.6% | $4,028-64.4% |
| Admin fee / account holder | $2,688 | $5,755-53.3% | $14,677-81.7% | $5,404-50.3% |