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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 | $15,812 | $56,339-71.9% | $104,301-84.8% | $68,495-76.9% |
| Participation rate | 54.1% | 63.3%-9.2pp | 73.3%-19.2pp | 67.9%-13.8pp |
| Annual return | -18.94% | -9.19%-9.8pp | 24.61%-43.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $255 | $1,960-87.0% | $3,373-92.4% | $2,596-90.2% |
| Participant deferral / active EE | $1,275 | $3,077-58.6% | $4,626-72.4% | $4,028-68.4% |
| Admin fee / account holder | $2,730 | $4,902-44.3% | $7,340-62.8% | $5,403-49.5% |