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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 | $4,360 | $42,909-89.8% | $60,906-92.8% | $68,486-93.6% |
| Participation rate | 20.0% | 66.8%-46.8pp | 73.1%-53.1pp | 67.9%-47.9pp |
| Annual return | -14.96% | -13.99%-1.0pp | 16.94%-31.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,286 | $2,866-55.1% | $3,814-66.3% | $4,028-68.1% |
| Admin fee / account holder | $2,748 | $3,104-11.5% | $3,227-14.8% | $5,404-49.1% |