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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 | $8,822 | $73,839-88.1% | $143,788-93.9% | $68,495-87.1% |
| Participation rate | 57.1% | 66.7%-9.5pp | 80.3%-23.2pp | 67.9%-10.7pp |
| Annual return | -19.17% | 1.01%-20.2pp | -0.03%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $304 | $3,184-90.5% | $4,952-93.9% | $2,596-88.3% |
| Participant deferral / active EE | $1,530 | $3,384-54.8% | $5,638-72.9% | $4,028-62.0% |
| Admin fee / account holder | $2,048 | $5,755-64.4% | $14,675-86.0% | $5,403-62.1% |