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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 | $21,409 | $81,870-73.9% | $119,622-82.1% | $68,486-68.7% |
| Participation rate | 55.6% | 71.9%-16.3pp | 79.3%-23.7pp | 67.9%-12.3pp |
| Annual return | -11.81% | -23.82%+12.0pp | -14.98%+3.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $639 | $2,692-76.3% | $4,232-84.9% | $2,597-75.4% |
| Participant deferral / active EE | $2,820 | $4,148-32.0% | $5,601-49.6% | $4,028-30.0% |
| Admin fee / account holder | $13,382 | $6,583+103.3% | $10,328+29.6% | $5,404+147.6% |