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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 | $16,495 | $59,186-72.1% | $76,768-78.5% | $56,287-70.7% |
| Participation rate | 60.5% | 75.2%-14.7pp | 77.0%-16.5pp | 69.9%-9.3pp |
| Annual return | -3.91% | 6.62%-10.5pp | 2.43%-6.3pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,865 | $3,255-42.7% | $3,852-51.6% | $3,350-44.3% |
| Admin fee / account holder | $899 | $489+83.9% | $6,675-86.5% | $521+72.6% |