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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 | $8,415 | $59,813-85.9% | $79,580-89.4% | $68,486-87.7% |
| Participation rate | 57.6% | 61.1%-3.5pp | 69.5%-11.9pp | 67.9%-10.3pp |
| Annual return | -11.39% | -12.30%+0.9pp | 0.15%-11.5pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,293 | $3,024-57.3% | $3,985-67.6% | $4,028-67.9% |
| Admin fee / account holder | $5,752 | $4,835+19.0% | $6,835-15.8% | $5,404+6.5% |