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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 | $22,826 | $110,083-79.3% | $151,628-84.9% | $68,495-66.7% |
| Participation rate | 44.3% | 84.0%-39.6pp | 87.5%-43.2pp | 67.9%-23.6pp |
| Annual return | -7.76% | -10.12%+2.4pp | 3.34%-11.1pp | -7.84%+0.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,044 | $6,526-22.7% | $8,363-39.7% | $4,028+25.2% |
| Admin fee / account holder | $628 | $7,718-91.9% | $11,613-94.6% | $5,403-88.4% |