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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 | $18,395 | $69,977-73.7% | $108,582-83.1% | $62,881-70.7% |
| Participation rate | 41.7% | 72.9%-31.2pp | 79.6%-37.9pp | 69.3%-27.6pp |
| Annual return | 8.59% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,040 | $3,165-35.5% | $4,311-52.7% | $3,203-36.3% |
| Admin fee / account holder | $1,430 | $5,076-71.8% | $7,645-81.3% | $4,296-66.7% |