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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 | $26,846 | $91,525-70.7% | $130,026-79.4% | $75,181-64.3% |
| Participation rate | 47.1% | 71.4%-24.4pp | 78.5%-31.4pp | 67.2%-20.1pp |
| Annual return | 15.92% | -631.40%+647.3pp | -137.26%+153.2pp | 160.69%-144.8pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,357 | $4,342-45.7% | $5,821-59.5% | $4,126-42.9% |
| Admin fee / account holder | $323 | $6,778-95.2% | $10,608-97.0% | $5,650-94.3% |