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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 | $19,102 | $72,404-73.6% | $110,243-82.7% | $64,173-70.2% |
| Participation rate | 40.9% | 73.3%-32.4pp | 79.8%-38.9pp | 69.6%-28.7pp |
| Annual return | -0.64% | -6.29%+5.6pp | 314.76%-315.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,916 | $3,469-44.8% | $4,672-59.0% | $3,470-44.8% |
| Admin fee / account holder | $12,845 | $5,664+126.8% | $8,548+50.3% | $4,887+162.8% |