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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 | $8,017 | $53,162-84.9% | $91,225-91.2% | $68,486-88.3% |
| Participation rate | 41.7% | 63.2%-21.5pp | 73.2%-31.5pp | 67.9%-26.2pp |
| Annual return | -17.45% | -3.14%-14.3pp | 114.12%-131.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $161 | $1,709-90.6% | $2,851-94.4% | $2,597-93.8% |
| Participant deferral / active EE | $1,330 | $2,974-55.3% | $4,233-68.6% | $4,028-67.0% |
| Admin fee / account holder | $1,270 | $4,493-71.7% | $5,422-76.6% | $5,404-76.5% |