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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 | $21,147 | $72,404-70.8% | $110,243-80.8% | $64,173-67.0% |
| Participation rate | 59.5% | 73.3%-13.9pp | 79.8%-20.4pp | 69.6%-10.1pp |
| Annual return | -6.75% | -6.29%-0.5pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $309 | $2,282-86.4% | $3,827-91.9% | $2,381-87.0% |
| Participant deferral / active EE | $2,646 | $3,469-23.7% | $4,672-43.4% | $3,470-23.7% |
| Admin fee / account holder | $4,510 | $5,664-20.4% | $8,548-47.2% | $4,887-7.7% |