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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 | $11,178 | $59,813-81.3% | $79,580-86.0% | $68,486-83.7% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.5%-21.2pp | 67.9%-19.6pp |
| Annual return | -17.98% | -12.30%-5.7pp | 0.15%-18.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,288 | $3,024-57.4% | $3,985-67.7% | $4,028-68.0% |
| Admin fee / account holder | $2,081 | $4,835-57.0% | $6,835-69.6% | $5,404-61.5% |