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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 | $12,561 | $61,660-79.6% | $80,022-84.3% | $64,173-80.4% |
| Participation rate | 61.5% | 71.7%-10.2pp | 75.8%-14.3pp | 69.6%-8.0pp |
| Annual return | -3.78% | -0.33%-3.4pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,332 | $2,968-55.1% | $3,686-63.9% | $3,470-61.6% |
| Admin fee / account holder | $621 | $5,417-88.5% | $6,521-90.5% | $4,887-87.3% |