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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 | $9,718 | $95,915-89.9% | $79,580-87.8% | $134,532-92.8% |
| Participation rate | 43.8% | 75.0%-31.3pp | 69.5%-25.7pp | 81.2%-37.5pp |
| Annual return | -15.02% | -2.71%-12.3pp | 0.15%-15.2pp | 418.27%-433.3pp |
| Employer contribution / active EE | $253 | $3,129-91.9% | $2,413-89.5% | $4,741-94.7% |
| Participant deferral / active EE | $1,978 | $4,693-57.8% | $3,985-50.4% | $6,401-69.1% |
| Admin fee / account holder | $2,913 | $9,132-68.1% | $6,835-57.4% | $11,429-74.5% |