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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 | $8,275 | $76,912-89.2% | $129,118-93.6% | $68,490-87.9% |
| Participation rate | 32.7% | 69.1%-36.5pp | 77.2%-44.6pp | 67.9%-35.2pp |
| Annual return | -10.55% | -9.78%-0.8pp | -10.94%+0.4pp | -7.85%-2.7pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,813 | $4,732-61.7% | $6,539-72.3% | $4,028-55.0% |
| Admin fee / account holder | $693 | $6,638-89.6% | $14,305-95.2% | $5,403-87.2% |