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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 | $16,969 | $71,873-76.4% | $86,698-80.4% | $68,490-75.2% |
| Participation rate | 35.5% | 72.2%-36.8pp | 76.6%-41.1pp | 67.9%-32.4pp |
| Annual return | -14.36% | 3.54%-17.9pp | 35.96%-50.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,432 | $3,779-35.7% | $4,656-47.8% | $4,028-39.6% |
| Admin fee / account holder | $5,975 | $6,110-2.2% | $7,492-20.2% | $5,403+10.6% |