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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 | $7,470 | $54,370-86.3% | $82,763-91.0% | $68,490-89.1% |
| Participation rate | 67.9% | 63.9%+4.0pp | 72.6%-4.6pp | 67.9%0pp |
| Annual return | -15.21% | -13.67%-1.5pp | 702.45%-717.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,987 | $3,247-38.8% | $4,395-54.8% | $4,028-50.7% |
| Admin fee / account holder | $416 | $4,398-90.5% | $5,325-92.2% | $5,403-92.3% |