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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 | $13,909 | $52,678-73.6% | $75,784-81.6% | $59,633-76.7% |
| Participation rate | 39.7% | 67.2%-27.6pp | 75.8%-36.2pp | 68.7%-29.0pp |
| Annual return | -2.63% | 2.95%-5.6pp | 9.68%-12.3pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,095 | $2,591-57.7% | $3,652-70.0% | $3,192-65.7% |
| Admin fee / account holder | $369 | $3,610-89.8% | $5,300-93.0% | $4,297-91.4% |