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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 | $14,951 | $105,200-85.8% | $159,474-90.6% | $85,847-82.6% |
| Participation rate | 45.3% | 75.8%-30.5pp | 82.8%-37.5pp | 69.3%-24.0pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $555 | $3,319-83.3% | $4,831-88.5% | $2,565-78.4% |
| Participant deferral / active EE | $3,771 | $5,946-36.6% | $7,353-48.7% | $3,952-4.6% |
| Admin fee / account holder | $462 | $6,934-93.3% | $10,802-95.7% | $6,261-92.6% |