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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 | $14,988 | $64,719-76.8% | $112,249-86.6% | $68,486-78.1% |
| Participation rate | 36.7% | 67.2%-30.5pp | 75.1%-38.4pp | 67.9%-31.2pp |
| Annual return | -17.12% | -11.40%-5.7pp | 27.48%-44.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $306 | $2,747-88.8% | $3,636-91.6% | $2,597-88.2% |
| Participant deferral / active EE | $1,999 | $3,565-43.9% | $4,729-57.7% | $4,028-50.4% |
| Admin fee / account holder | $1,248 | $5,232-76.2% | $6,412-80.5% | $5,404-76.9% |