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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 | $8,573 | $73,839-88.4% | $143,788-94.0% | $68,495-87.5% |
| Participation rate | 31.0% | 66.7%-35.6pp | 80.3%-49.3pp | 67.9%-36.9pp |
| Annual return | -16.56% | 1.01%-17.6pp | -0.03%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,581 | $3,384-53.3% | $5,638-72.0% | $4,028-60.7% |
| Admin fee / account holder | $888 | $5,755-84.6% | $14,675-93.9% | $5,403-83.6% |