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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 | $7,913 | $59,813-86.8% | $79,580-90.1% | $68,486-88.4% |
| Participation rate | 63.9% | 61.1%+2.8pp | 69.5%-5.6pp | 67.9%-4.0pp |
| Annual return | -16.07% | -12.30%-3.8pp | 0.15%-16.2pp | -7.85%-8.2pp |
| Employer contribution / active EE | $5 | $1,505-99.7% | $2,413-99.8% | $2,597-99.8% |
| Participant deferral / active EE | $3,286 | $3,024+8.6% | $3,985-17.6% | $4,028-18.4% |
| Admin fee / account holder | $1,154 | $4,835-76.1% | $6,835-83.1% | $5,404-78.6% |