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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 | $10,684 | $57,352-81.4% | $83,831-87.3% | $64,173-83.4% |
| Participation rate | 69.6% | 68.6%+1.0pp | 76.1%-6.6pp | 69.6%0pp |
| Annual return | -6.96% | 11.38%-18.3pp | 850.99%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $438 | $2,546-82.8% | $3,631-87.9% | $2,381-81.6% |
| Participant deferral / active EE | $1,426 | $2,993-52.4% | $4,082-65.1% | $3,470-58.9% |
| Admin fee / account holder | $1,496 | $4,046-63.0% | $5,479-72.7% | $4,887-69.4% |