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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 | $15,086 | $65,704-77.0% | $94,229-84.0% | $59,633-74.7% |
| Participation rate | 45.5% | 72.1%-26.7pp | 78.8%-33.3pp | 68.7%-23.2pp |
| Annual return | -1.64% | 5.22%-6.9pp | 10.68%-12.3pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,108 | $3,143-32.9% | $4,320-51.2% | $3,192-33.9% |
| Admin fee / account holder | $3,771 | $4,265-11.6% | $6,269-39.9% | $4,297-12.2% |