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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 | $13,175 | $52,678-75.0% | $75,784-82.6% | $59,633-77.9% |
| Participation rate | 42.2% | 67.2%-25.1pp | 75.8%-33.7pp | 68.7%-26.5pp |
| Annual return | -1.31% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $155 | $2,193-92.9% | $3,323-95.3% | $2,203-93.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,657 | $3,610-54.1% | $5,300-68.7% | $4,297-61.4% |