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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 | $15,635 | $59,813-73.9% | $79,580-80.4% | $68,486-77.2% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.5%-27.4pp | 67.9%-25.8pp |
| Annual return | -19.37% | -12.30%-7.1pp | 0.15%-19.5pp | -7.85%-11.5pp |
| Employer contribution / active EE | $187 | $1,505-87.6% | $2,413-92.3% | $2,597-92.8% |
| Participant deferral / active EE | $2,573 | $3,024-14.9% | $3,985-35.4% | $4,028-36.1% |
| Admin fee / account holder | $1,883 | $4,835-61.0% | $6,835-72.4% | $5,404-65.2% |