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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 | $12,571 | $50,947-75.3% | $74,551-83.1% | $64,173-80.4% |
| Participation rate | 40.6% | 61.1%-20.4pp | 69.1%-28.5pp | 69.6%-28.9pp |
| Annual return | -4.03% | -1.85%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,596 | $2,302-30.7% | $3,108-48.7% | $3,470-54.0% |
| Admin fee / account holder | $5,767 | $4,221+36.6% | $5,059+14.0% | $4,887+18.0% |