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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 | $6,070 | $86,701-93.0% | $73,309-91.7% | $125,389-95.2% |
| Participation rate | 42.9% | 78.6%-35.8pp | 74.9%-32.1pp | 83.2%-40.3pp |
| Annual return | -0.85% | 2.78%-3.6pp | 5.67%-6.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $230 | $4,152-94.5% | $3,237-92.9% | $4,866-95.3% |
| Participant deferral / active EE | $2,264 | $5,549-59.2% | $4,991-54.6% | $5,352-57.7% |
| Admin fee / account holder | $1,802 | $7,768-76.8% | $5,635-68.0% | $9,541-81.1% |