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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 | $7,528 | $73,848-89.8% | $143,799-94.8% | $68,486-89.0% |
| Participation rate | 41.9% | 66.7%-24.8pp | 80.3%-38.5pp | 67.9%-26.0pp |
| Annual return | -11.26% | 0.91%-12.2pp | -0.04%-11.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,793 | $3,385-47.0% | $5,638-68.2% | $4,028-55.5% |
| Admin fee / account holder | $6,045 | $5,755+5.0% | $14,677-58.8% | $5,404+11.9% |