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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 | $20,795 | $110,083-81.1% | $151,639-86.3% | $68,486-69.6% |
| Participation rate | 66.0% | 84.0%-18.0pp | 87.5%-21.5pp | 67.9%-1.9pp |
| Annual return | -17.71% | -10.12%-7.6pp | 3.34%-21.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,066 | $4,470-76.2% | $6,165-82.7% | $2,597-59.0% |
| Participant deferral / active EE | $6,123 | $6,526-6.2% | $8,363-26.8% | $4,028+52.0% |
| Admin fee / account holder | $2,488 | $7,718-67.8% | $11,613-78.6% | $5,404-54.0% |