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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 | $15,640 | $78,694-80.1% | $67,652-76.9% | $125,389-87.5% |
| Participation rate | 47.8% | 78.8%-31.0pp | 75.7%-27.8pp | 83.2%-35.4pp |
| Annual return | -2.47% | 9.46%-11.9pp | 6625.40%-6627.9pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,118 | $4,292-50.7% | $3,560-40.5% | $5,352-60.4% |
| Admin fee / account holder | $432 | $7,403-94.2% | $4,821-91.0% | $9,541-95.5% |