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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 | $20,995 | $113,941-81.6% | $94,229-77.7% | $125,389-83.3% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | -0.26% | 5.29%-5.5pp | 10.68%-10.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,387 | $5,179-15.3% | $4,320+1.5% | $5,352-18.0% |
| Admin fee / account holder | $13,357 | $8,392+59.2% | $6,269+113.0% | $9,541+40.0% |