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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 | $11,466 | $82,674-86.1% | $125,381-90.9% | $68,486-83.3% |
| Participation rate | 52.4% | 75.1%-22.7pp | 82.4%-30.0pp | 67.9%-15.5pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,912 | $6,111-52.3% | $7,448-60.9% | $4,028-27.7% |
| Admin fee / account holder | $1,192 | $6,277-81.0% | $10,007-88.1% | $5,404-77.9% |