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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 | $12,419 | $64,729-80.8% | $112,263-88.9% | $68,490-81.9% |
| Participation rate | 58.1% | 67.2%-9.0pp | 75.1%-16.9pp | 67.9%-9.8pp |
| Annual return | -16.39% | -11.40%-5.0pp | 27.49%-43.9pp | -7.85%-8.5pp |
| Employer contribution / active EE | $264 | $2,746-90.4% | $3,636-92.8% | $2,597-89.8% |
| Participant deferral / active EE | $2,621 | $3,566-26.5% | $4,729-44.6% | $4,028-34.9% |
| Admin fee / account holder | $4,491 | $5,222-14.0% | $6,410-29.9% | $5,403-16.9% |