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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 | $6,559 | $53,162-87.7% | $91,225-92.8% | $68,486-90.4% |
| Participation rate | 60.0% | 63.2%-3.2pp | 73.2%-13.2pp | 67.9%-7.9pp |
| Annual return | -1.76% | -3.14%+1.4pp | 114.12%-115.9pp | -7.85%+6.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,106 | $2,974-29.2% | $4,233-50.3% | $4,028-47.7% |
| Admin fee / account holder | $478 | $4,493-89.4% | $5,422-91.2% | $5,404-91.2% |