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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 | $18,361 | $71,873-74.5% | $86,698-78.8% | $68,490-73.2% |
| Participation rate | 44.9% | 72.2%-27.4pp | 76.6%-31.7pp | 67.9%-23.0pp |
| Annual return | -17.05% | 3.54%-20.6pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,087 | $3,779-44.8% | $4,656-55.2% | $4,028-48.2% |
| Admin fee / account holder | $3,485 | $6,110-43.0% | $7,492-53.5% | $5,403-35.5% |