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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 | $28,548 | $147,167-80.6% | $111,392-74.4% | $135,379-78.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 78.9%-12.2pp | 82.6%-16.0pp |
| Annual return | -2.31% | -4.44%+2.1pp | -2.06%-0.3pp | 519.79%-522.1pp |
| Employer contribution / active EE | $1,090 | $5,204-79.1% | $4,328-74.8% | $4,779-77.2% |
| Participant deferral / active EE | $5,014 | $6,565-23.6% | $5,567-9.9% | $5,609-10.6% |
| Admin fee / account holder | $360 | $20,270-98.2% | $12,266-97.1% | $10,828-96.7% |