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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 | $20,920 | $54,380-61.5% | $68,509-69.5% | $59,633-64.9% |
| Participation rate | 67.6% | 70.2%-2.5pp | 74.7%-7.1pp | 68.7%-1.0pp |
| Annual return | -1.38% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $16 | $1,539-99.0% | $2,278-99.3% | $2,203-99.3% |
| Participant deferral / active EE | $1,325 | $2,643-49.9% | $3,382-60.8% | $3,192-58.5% |
| Admin fee / account holder | $327 | $3,885-91.6% | $5,275-93.8% | $4,297-92.4% |