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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 | $4,032 | $43,333-90.7% | $59,883-93.3% | $64,181-93.7% |
| Participation rate | 40.6% | 69.2%-28.6pp | 74.7%-34.1pp | 69.6%-29.0pp |
| Annual return | -6.59% | -1.55%-5.0pp | 3.46%-10.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $142 | $2,029-93.0% | $2,722-94.8% | $2,381-94.0% |
| Participant deferral / active EE | $830 | $2,547-67.4% | $3,402-75.6% | $3,470-76.1% |
| Admin fee / account holder | $312 | $3,006-89.6% | $3,591-91.3% | $4,887-93.6% |