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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 | $16,590 | $50,947-67.4% | $74,551-77.7% | $64,173-74.1% |
| Participation rate | 31.4% | 61.1%-29.7pp | 69.1%-37.8pp | 69.6%-38.2pp |
| Annual return | -5.06% | -1.85%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,189 | $2,302-48.4% | $3,108-61.8% | $3,470-65.7% |
| Admin fee / account holder | $4,217 | $4,221-0.1% | $5,059-16.6% | $4,887-13.7% |