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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 | $11,047 | $69,012-84.0% | $160,037-93.1% | $68,490-83.9% |
| Participation rate | 60.0% | 65.4%-5.4pp | 78.0%-18.0pp | 67.9%-7.9pp |
| Annual return | -18.54% | -9.65%-8.9pp | 408.95%-427.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,454 | $4,212-41.7% | $6,184-60.3% | $4,028-39.1% |
| Admin fee / account holder | $967 | $4,798-79.8% | $8,716-88.9% | $5,403-82.1% |