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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 | $22,633 | $67,411-66.4% | $91,004-75.1% | $70,124-67.7% |
| Participation rate | 46.2% | 71.4%-25.2pp | 75.6%-29.4pp | 69.5%-23.4pp |
| Annual return | 13.64% | -40.16%+53.8pp | 4.60%+9.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,237 | $2,823-56.2% | $3,548-65.1% | $3,332-62.9% |
| Admin fee / account holder | $2,310 | $4,236-45.5% | $5,417-57.4% | $4,645-50.3% |