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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 | $18,569 | $69,977-73.5% | $108,582-82.9% | $62,881-70.5% |
| Participation rate | 68.2% | 72.9%-4.7pp | 79.6%-11.4pp | 69.3%-1.1pp |
| Annual return | 7.32% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $205 | $2,135-90.4% | $3,758-94.6% | $2,281-91.0% |
| Participant deferral / active EE | $2,799 | $3,165-11.6% | $4,311-35.1% | $3,203-12.6% |
| Admin fee / account holder | $9,879 | $5,076+94.6% | $7,645+29.2% | $4,296+130.0% |