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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 | $14,292 | $57,352-75.1% | $83,830-83.0% | $64,173-77.7% |
| Participation rate | 30.8% | 68.6%-37.8pp | 76.1%-45.4pp | 69.6%-38.8pp |
| Annual return | -7.34% | 11.38%-18.7pp | 850.97%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,418 | $2,993-52.6% | $4,082-65.3% | $3,470-59.1% |
| Admin fee / account holder | $4,868 | $4,046+20.3% | $5,479-11.1% | $4,887-0.4% |