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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 | $19,149 | $81,870-76.6% | $119,634-84.0% | $68,490-72.0% |
| Participation rate | 36.7% | 71.9%-35.2pp | 79.3%-42.5pp | 67.9%-31.2pp |
| Annual return | -11.09% | -23.82%+12.7pp | -14.98%+3.9pp | -7.85%-3.2pp |
| Employer contribution / active EE | $619 | $2,692-77.0% | $4,232-85.4% | $2,597-76.2% |
| Participant deferral / active EE | $2,090 | $4,148-49.6% | $5,601-62.7% | $4,028-48.1% |
| Admin fee / account holder | $14,683 | $6,583+123.0% | $10,329+42.2% | $5,403+171.8% |