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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 | $11,959 | $49,280-75.7% | $67,313-82.2% | $64,173-81.4% |
| Participation rate | 42.9% | 60.8%-17.9pp | 69.1%-26.2pp | 69.6%-26.7pp |
| Annual return | -6.75% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,175 | $2,484-52.7% | $3,568-67.1% | $3,470-66.1% |
| Admin fee / account holder | $3,763 | $3,863-2.6% | $4,507-16.5% | $4,887-23.0% |