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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 | $19,666 | $81,870-76.0% | $119,608-83.6% | $68,495-71.3% |
| Participation rate | 58.1% | 71.9%-13.8pp | 79.3%-21.1pp | 67.9%-9.8pp |
| Annual return | -15.12% | -23.82%+8.7pp | -14.98%-0.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $326 | $2,692-87.9% | $4,232-92.3% | $2,596-87.4% |
| Participant deferral / active EE | $2,282 | $4,148-45.0% | $5,601-59.3% | $4,028-43.3% |
| Admin fee / account holder | $10,791 | $6,583+63.9% | $10,326+4.5% | $5,403+99.7% |