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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 | $12,539 | $56,339-77.7% | $104,301-88.0% | $68,495-81.7% |
| Participation rate | 67.2% | 63.3%+3.9pp | 73.3%-6.1pp | 67.9%-0.7pp |
| Annual return | -18.16% | -9.19%-9.0pp | 24.61%-42.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,570 | $3,077-16.5% | $4,626-44.4% | $4,028-36.2% |
| Admin fee / account holder | $732 | $4,902-85.1% | $7,340-90.0% | $5,403-86.4% |