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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 | $14,209 | $64,719-78.0% | $112,249-87.3% | $68,486-79.3% |
| Participation rate | 47.9% | 67.2%-19.2pp | 75.1%-27.1pp | 67.9%-20.0pp |
| Annual return | -5.40% | -11.40%+6.0pp | 27.48%-32.9pp | -7.85%+2.5pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,532 | $3,565-29.0% | $4,729-46.5% | $4,028-37.1% |
| Admin fee / account holder | $388 | $5,232-92.6% | $6,412-94.0% | $5,404-92.8% |