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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 | $19,090 | $73,009-73.9% | $90,756-79.0% | $68,495-72.1% |
| Participation rate | 24.0% | 70.8%-46.8pp | 75.7%-51.7pp | 67.9%-43.9pp |
| Annual return | -18.80% | -13.81%-5.0pp | -12.16%-6.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,612 | $3,626-55.5% | $4,565-64.7% | $4,028-60.0% |
| Admin fee / account holder | $375 | $5,896-93.6% | $8,445-95.6% | $5,403-93.1% |