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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 | $20,772 | $81,870-74.6% | $119,608-82.6% | $68,495-69.7% |
| Participation rate | 34.4% | 71.9%-37.5pp | 79.3%-44.8pp | 67.9%-33.5pp |
| Annual return | -15.66% | -23.82%+8.2pp | -14.98%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,209 | $4,148-46.7% | $5,601-60.6% | $4,028-45.1% |
| Admin fee / account holder | $2,376 | $6,583-63.9% | $10,326-77.0% | $5,403-56.0% |