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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 | $12,265 | $50,947-75.9% | $74,551-83.5% | $64,173-80.9% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -3.01% | -1.85%-1.2pp | 32.53%-35.5pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,358 | $2,302-41.0% | $3,108-56.3% | $3,470-60.9% |
| Admin fee / account holder | $1,739 | $4,221-58.8% | $5,059-65.6% | $4,887-64.4% |