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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 | $21,287 | $61,660-65.5% | $80,022-73.4% | $64,173-66.8% |
| Participation rate | 53.8% | 71.7%-17.8pp | 75.8%-22.0pp | 69.6%-15.7pp |
| Annual return | -3.84% | -0.33%-3.5pp | 11.22%-15.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,033 | $2,968-31.5% | $3,686-44.8% | $3,470-41.4% |
| Admin fee / account holder | $14,868 | $5,417+174.5% | $6,521+128.0% | $4,887+204.2% |