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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 | $19,858 | $81,870-75.7% | $119,622-83.4% | $68,486-71.0% |
| Participation rate | 48.1% | 71.9%-23.7pp | 79.3%-31.1pp | 67.9%-19.7pp |
| Annual return | -17.13% | -23.82%+6.7pp | -14.98%-2.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,071 | $4,148-26.0% | $5,601-45.2% | $4,028-23.8% |
| Admin fee / account holder | $1,499 | $6,583-77.2% | $10,328-85.5% | $5,404-72.3% |