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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 | $12,787 | $131,835-90.3% | $108,582-88.2% | $273,970-95.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 7.63% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $367 | $4,913-92.5% | $3,758-90.2% | $4,869-92.5% |
| Participant deferral / active EE | $4,977 | $5,127-2.9% | $4,311+15.4% | $5,287-5.9% |
| Admin fee / account holder | $468 | $10,253-95.4% | $7,645-93.9% | $10,132-95.4% |