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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 | $21,839 | $91,536-76.1% | $130,062-83.2% | $75,177-71.0% |
| Participation rate | 33.3% | 71.5%-38.1pp | 78.5%-45.2pp | 67.2%-33.9pp |
| Annual return | 45.10% | -631.62%+676.7pp | -137.37%+182.5pp | 160.75%-115.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,229 | $4,343-25.7% | $5,821-44.5% | $4,126-21.8% |
| Admin fee / account holder | $1,561 | $6,780-77.0% | $10,601-85.3% | $5,651-72.4% |