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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 | $22,895 | $73,019-68.6% | $90,766-74.8% | $68,490-66.6% |
| Participation rate | 36.6% | 70.8%-34.2pp | 75.7%-39.1pp | 67.9%-31.3pp |
| Annual return | -17.46% | -13.81%-3.6pp | -12.16%-5.3pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,713 | $3,626-52.8% | $4,565-62.5% | $4,028-57.5% |
| Admin fee / account holder | $9,854 | $5,897+67.1% | $8,446+16.7% | $5,403+82.4% |