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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 | $18,770 | $71,878-73.9% | $86,698-78.4% | $68,486-72.6% |
| Participation rate | 52.1% | 72.2%-20.2pp | 76.6%-24.5pp | 67.9%-15.8pp |
| Annual return | -18.33% | 3.53%-21.9pp | 35.95%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $259 | $2,173-88.1% | $2,837-90.9% | $2,597-90.0% |
| Participant deferral / active EE | $2,636 | $3,779-30.2% | $4,656-43.4% | $4,028-34.5% |
| Admin fee / account holder | $2,033 | $6,113-66.7% | $7,493-72.9% | $5,404-62.4% |