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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 | $16,803 | $72,404-76.8% | $110,241-84.8% | $64,181-73.8% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -6.46% | -6.29%-0.2pp | 314.75%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,591 | $3,469-54.1% | $4,672-66.0% | $3,470-54.2% |
| Admin fee / account holder | $940 | $5,664-83.4% | $8,548-89.0% | $4,887-80.8% |