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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 | $8,641 | $31,388-72.5% | $73,550-88.3% | $62,293-86.1% |
| Participation rate | 18.0% | 39.9%-21.8pp | 54.9%-36.9pp | 69.5%-51.5pp |
| Annual return | 0.00% | 25.34%-25.3pp | -15.16%+15.2pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $400 | $1,028-61.1% | $1,804-77.8% | $3,169-87.4% |
| Admin fee / account holder | $342 | $299+14.1% | $2,320-85.3% | $479-28.7% |