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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 | $17,340 | $82,032-78.9% | $123,106-85.9% | $59,633-70.9% |
| Participation rate | 42.3% | 83.2%-40.9pp | 86.8%-44.5pp | 68.7%-26.4pp |
| Annual return | -1.04% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,487 | $4,667-46.7% | $6,229-60.1% | $3,192-22.1% |
| Admin fee / account holder | $6,443 | $5,881+9.6% | $9,015-28.5% | $4,297+49.9% |