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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 | $7,205 | $75,935-90.5% | $60,547-88.1% | $125,389-94.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | -2.34% | -5.38%+3.0pp | 335.64%-338.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $161 | $3,438-95.3% | $2,419-93.3% | $4,866-96.7% |
| Participant deferral / active EE | $1,679 | $4,506-62.8% | $3,328-49.6% | $5,352-68.6% |
| Admin fee / account holder | $2,564 | $6,768-62.1% | $4,536-43.5% | $9,541-73.1% |