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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 | $17,815 | $99,032-82.0% | $80,022-77.7% | $135,380-86.8% |
| Participation rate | 46.2% | 78.4%-32.2pp | 75.8%-29.7pp | 82.6%-36.5pp |
| Annual return | -5.93% | 15.39%-21.3pp | 11.22%-17.2pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,358 | $4,282-68.3% | $3,686-63.1% | $5,609-75.8% |
| Admin fee / account holder | $879 | $10,436-91.6% | $6,521-86.5% | $10,828-91.9% |