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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 | $12,086 | $59,813-79.8% | $79,580-84.8% | $68,486-82.4% |
| Participation rate | 35.5% | 61.1%-25.6pp | 69.5%-34.0pp | 67.9%-32.4pp |
| Annual return | -18.95% | -12.30%-6.7pp | 0.15%-19.1pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,846 | $3,024-39.0% | $3,985-53.7% | $4,028-54.2% |
| Admin fee / account holder | $414 | $4,835-91.4% | $6,835-93.9% | $5,404-92.3% |