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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 | $8,312 | $73,848-88.7% | $143,799-94.2% | $68,486-87.9% |
| Participation rate | 13.3% | 66.7%-53.3pp | 80.3%-67.0pp | 67.9%-54.6pp |
| Annual return | -3.41% | 0.91%-4.3pp | -0.04%-3.4pp | -7.85%+4.4pp |
| Employer contribution / active EE | $295 | $3,184-90.7% | $4,952-94.0% | $2,597-88.6% |
| Participant deferral / active EE | $1,048 | $3,385-69.1% | $5,638-81.4% | $4,028-74.0% |
| Admin fee / account holder | $9,456 | $5,755+64.3% | $14,677-35.6% | $5,404+75.0% |