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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 | $11,263 | $158,852-92.9% | $121,220-90.7% | $135,379-91.7% |
| Participation rate | 60.9% | 79.3%-18.4pp | 71.8%-10.9pp | 82.6%-21.8pp |
| Annual return | -1.35% | -0.64%-0.7pp | 16.94%-18.3pp | 519.79%-521.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,812 | $4,006-54.8% | $3,345-45.8% | $5,609-67.7% |
| Admin fee / account holder | $624 | $6,515-90.4% | $5,021-87.6% | $10,828-94.2% |