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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 | $10,050 | $46,697-78.5% | $117,533-91.4% | $68,486-85.3% |
| Participation rate | 34.8% | 56.8%-22.0pp | 70.6%-35.8pp | 67.9%-33.1pp |
| Annual return | -17.04% | -14.52%-2.5pp | 29.77%-46.8pp | -7.85%-9.2pp |
| Employer contribution / active EE | $291 | $1,506-80.7% | $4,179-93.0% | $2,597-88.8% |
| Participant deferral / active EE | $1,243 | $2,637-52.9% | $4,072-69.5% | $4,028-69.1% |
| Admin fee / account holder | $2,371 | $4,023-41.1% | $5,647-58.0% | $5,404-56.1% |