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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 | $11,773 | $72,177-83.7% | $115,038-89.8% | $59,633-80.3% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -1.30% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,947 | $4,783-38.4% | $6,026-51.1% | $3,192-7.7% |
| Admin fee / account holder | $495 | $4,927-90.0% | $8,175-94.0% | $4,297-88.5% |