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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 | $6,747 | $73,848-90.9% | $143,799-95.3% | $68,486-90.1% |
| Participation rate | 23.4% | 66.7%-43.3pp | 80.3%-56.9pp | 67.9%-44.5pp |
| Annual return | -14.98% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,160 | $3,385-65.7% | $5,638-79.4% | $4,028-71.2% |
| Admin fee / account holder | $1,269 | $5,755-77.9% | $14,677-91.4% | $5,404-76.5% |