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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 | $5,649 | $73,863-92.4% | $143,797-96.1% | $68,490-91.8% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -14.33% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,104 | $3,385-67.4% | $5,638-80.4% | $4,028-72.6% |
| Admin fee / account holder | $9,902 | $5,756+72.0% | $14,679-32.5% | $5,403+83.3% |