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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 | $12,826 | $41,981-69.4% | $63,412-79.8% | $59,633-78.5% |
| Participation rate | 68.0% | 60.3%+7.7pp | 67.1%+0.9pp | 68.7%-0.7pp |
| Annual return | -0.70% | 13.04%-13.7pp | 4.04%-4.7pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,727 | $2,002-13.7% | $2,496-30.8% | $3,192-45.9% |
| Admin fee / account holder | $1,080 | $3,509-69.2% | $3,753-71.2% | $4,297-74.9% |