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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 | $5,213 | $73,848-92.9% | $143,799-96.4% | $68,486-92.4% |
| Participation rate | 54.9% | 66.7%-11.7pp | 80.3%-25.4pp | 67.9%-12.9pp |
| Annual return | -13.40% | 0.91%-14.3pp | -0.04%-13.4pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,308 | $3,385-61.4% | $5,638-76.8% | $4,028-67.5% |
| Admin fee / account holder | $1,062 | $5,755-81.5% | $14,677-92.8% | $5,404-80.3% |