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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 | $7,113 | $45,872-84.5% | $77,096-90.8% | $68,486-89.6% |
| Participation rate | 26.8% | 55.9%-29.1pp | 67.9%-41.1pp | 67.9%-41.1pp |
| Annual return | -6.50% | 1.73%-8.2pp | 42.35%-48.9pp | -7.85%+1.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,475 | $2,963-50.2% | $4,429-66.7% | $4,028-63.4% |
| Admin fee / account holder | $725 | $3,041-76.2% | $5,428-86.6% | $5,404-86.6% |