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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 | $13,886 | $45,566-69.5% | $64,105-78.3% | $59,633-76.7% |
| Participation rate | 64.2% | 60.2%+4.0pp | 68.2%-4.0pp | 68.7%-4.5pp |
| Annual return | -0.22% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,599 | $2,057-22.2% | $2,822-43.3% | $3,192-49.9% |
| Admin fee / account holder | $3,253 | $3,268-0.4% | $4,499-27.7% | $4,297-24.3% |