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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 | $9,115 | $42,383-78.5% | $76,518-88.1% | $64,173-85.8% |
| Participation rate | 43.6% | 58.1%-14.5pp | 68.0%-24.4pp | 69.6%-26.0pp |
| Annual return | -5.53% | -16.54%+11.0pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $188 | $1,563-88.0% | $2,647-92.9% | $2,381-92.1% |
| Participant deferral / active EE | $772 | $2,566-69.9% | $3,836-79.9% | $3,470-77.7% |
| Admin fee / account holder | $539 | $3,198-83.1% | $4,849-88.9% | $4,887-89.0% |