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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 | $17,461 | $94,529-81.5% | $140,019-87.5% | $64,173-72.8% |
| Participation rate | 42.9% | 84.1%-41.2pp | 87.5%-44.6pp | 69.6%-26.7pp |
| Annual return | -2.62% | 7.77%-10.4pp | 651.17%-653.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $712 | $3,812-81.3% | $5,605-87.3% | $2,381-70.1% |
| Participant deferral / active EE | $2,699 | $5,250-48.6% | $6,927-61.0% | $3,470-22.2% |
| Admin fee / account holder | $4,016 | $6,741-40.4% | $10,705-62.5% | $4,887-17.8% |