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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 | $28,909 | $94,529-69.4% | $140,019-79.4% | $64,173-55.0% |
| Participation rate | 47.1% | 84.1%-37.0pp | 87.5%-40.4pp | 69.6%-22.5pp |
| Annual return | -5.82% | 7.77%-13.6pp | 651.15%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $354 | $3,812-90.7% | $5,605-93.7% | $2,381-85.1% |
| Participant deferral / active EE | $3,700 | $5,250-29.5% | $6,927-46.6% | $3,470+6.6% |
| Admin fee / account holder | $3,033 | $6,741-55.0% | $10,705-71.7% | $4,887-37.9% |