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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 | $16,104 | $105,866-84.8% | $90,766-82.3% | $134,545-88.0% |
| Participation rate | 35.3% | 78.3%-43.0pp | 75.7%-40.4pp | 81.2%-45.9pp |
| Annual return | -18.69% | -10.99%-7.7pp | -12.16%-6.5pp | 418.37%-437.1pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,443 | $5,217-72.3% | $4,565-68.4% | $6,401-77.5% |
| Admin fee / account holder | $354 | $13,938-97.5% | $8,446-95.8% | $11,431-96.9% |