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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 | $17,707 | $62,589-71.7% | $76,768-76.9% | $64,173-72.4% |
| Participation rate | 68.9% | 72.8%-3.9pp | 77.0%-8.1pp | 69.6%-0.7pp |
| Annual return | -5.43% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,476 | $3,145-53.1% | $3,852-61.7% | $3,470-57.5% |
| Admin fee / account holder | $5,870 | $4,667+25.8% | $6,675-12.1% | $4,887+20.1% |