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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 | $12,575 | $97,020-87.0% | $83,327-84.9% | $135,380-90.7% |
| Participation rate | 45.5% | 80.4%-35.0pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | -9.34% | 12.31%-21.7pp | 10.64%-20.0pp | 519.81%-529.1pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,199 | $5,964-46.4% | $5,565-42.5% | $5,609-43.0% |
| Admin fee / account holder | $4,033 | $8,426-52.1% | $7,540-46.5% | $10,828-62.8% |