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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 | $18,143 | $50,947-64.4% | $74,551-75.7% | $64,173-71.7% |
| Participation rate | 13.0% | 61.1%-48.0pp | 69.1%-56.1pp | 69.6%-56.5pp |
| Annual return | -7.22% | -1.85%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,231 | $2,302-46.5% | $3,108-60.4% | $3,470-64.5% |
| Admin fee / account holder | $3,378 | $4,221-20.0% | $5,059-33.2% | $4,887-30.9% |