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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 | $6,903 | $75,935-90.9% | $60,547-88.6% | $125,389-94.5% |
| Participation rate | 31.6% | 76.5%-45.0pp | 68.0%-36.4pp | 83.2%-51.6pp |
| Annual return | -0.42% | -5.38%+5.0pp | 335.64%-336.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $149 | $3,438-95.7% | $2,419-93.8% | $4,866-96.9% |
| Participant deferral / active EE | $1,561 | $4,506-65.4% | $3,328-53.1% | $5,352-70.8% |
| Admin fee / account holder | $4,216 | $6,768-37.7% | $4,536-7.1% | $9,541-55.8% |