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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 | $17,840 | $113,941-84.3% | $94,228-81.1% | $125,388-85.8% |
| Participation rate | 53.8% | 82.9%-29.0pp | 78.8%-24.9pp | 83.2%-29.3pp |
| Annual return | -1.83% | 5.29%-7.1pp | 10.68%-12.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $610 | $4,727-87.1% | $3,587-83.0% | $4,866-87.5% |
| Participant deferral / active EE | $3,272 | $5,179-36.8% | $4,320-24.3% | $5,352-38.9% |
| Admin fee / account holder | $2,820 | $8,392-66.4% | $6,269-55.0% | $9,541-70.4% |