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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 | $7,358 | $46,697-84.2% | $117,529-93.7% | $68,490-89.3% |
| Participation rate | 19.5% | 56.8%-37.3pp | 70.6%-51.1pp | 67.9%-48.4pp |
| Annual return | -15.14% | -14.52%-0.6pp | 29.77%-44.9pp | -7.85%-7.3pp |
| Employer contribution / active EE | $277 | $1,506-81.6% | $4,179-93.4% | $2,597-89.4% |
| Participant deferral / active EE | $1,197 | $2,637-54.6% | $4,072-70.6% | $4,028-70.3% |
| Admin fee / account holder | $2,022 | $4,023-49.7% | $5,645-64.2% | $5,403-62.6% |