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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 | $17,303 | $55,449-68.8% | $83,830-79.4% | $56,287-69.3% |
| Participation rate | 45.0% | 68.0%-23.0pp | 76.1%-31.1pp | 69.9%-24.8pp |
| Annual return | -7.27% | -1.38%-5.9pp | 850.97%-858.2pp | -9.96%+2.7pp |
| Employer contribution / active EE | $453 | $2,430-81.4% | $3,631-87.5% | $2,111-78.5% |
| Participant deferral / active EE | $2,443 | $2,935-16.8% | $4,082-40.1% | $3,350-27.1% |
| Admin fee / account holder | $1,507 | $656+129.7% | $5,479-72.5% | $521+189.2% |