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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 | $16,932 | $62,583-72.9% | $76,767-77.9% | $64,173-73.6% |
| Participation rate | 69.8% | 72.8%-3.0pp | 77.0%-7.2pp | 69.6%+0.2pp |
| Annual return | -5.52% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $262 | $1,832-85.7% | $2,485-89.5% | $2,381-89.0% |
| Participant deferral / active EE | $1,559 | $3,145-50.4% | $3,852-59.5% | $3,470-55.1% |
| Admin fee / account holder | $1,678 | $4,667-64.0% | $6,675-74.9% | $4,887-65.7% |