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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 | $15,957 | $71,878-77.8% | $86,698-81.6% | $68,486-76.7% |
| Participation rate | 61.5% | 72.2%-10.7pp | 76.6%-15.0pp | 67.9%-6.4pp |
| Annual return | -12.88% | 3.53%-16.4pp | 35.95%-48.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,941 | $3,779-48.6% | $4,656-58.3% | $4,028-51.8% |
| Admin fee / account holder | $590 | $6,113-90.3% | $7,493-92.1% | $5,404-89.1% |