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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 | $18,340 | $81,870-77.6% | $119,622-84.7% | $68,486-73.2% |
| Participation rate | 39.6% | 71.9%-32.3pp | 79.3%-39.7pp | 67.9%-28.3pp |
| Annual return | -6.69% | -23.82%+17.1pp | -14.98%+8.3pp | -7.85%+1.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,997 | $4,148-51.9% | $5,601-64.3% | $4,028-50.4% |
| Admin fee / account holder | $1,285 | $6,583-80.5% | $10,328-87.6% | $5,404-76.2% |