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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 | $14,464 | $64,719-77.7% | $112,249-87.1% | $68,486-78.9% |
| Participation rate | 38.0% | 67.2%-29.1pp | 75.1%-37.0pp | 67.9%-29.9pp |
| Annual return | -17.34% | -11.40%-5.9pp | 27.48%-44.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $441 | $2,747-83.9% | $3,636-87.9% | $2,597-83.0% |
| Participant deferral / active EE | $1,865 | $3,565-47.7% | $4,729-60.6% | $4,028-53.7% |
| Admin fee / account holder | $3,655 | $5,232-30.1% | $6,412-43.0% | $5,404-32.4% |