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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 | $11,850 | $75,962-84.4% | $154,111-92.3% | $64,173-81.5% |
| Participation rate | 42.2% | 70.4%-28.2pp | 83.0%-40.8pp | 69.6%-27.3pp |
| Annual return | -7.53% | 30.32%-37.8pp | 735.18%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,738 | $3,175-45.3% | $5,081-65.8% | $3,470-49.9% |
| Admin fee / account holder | $561 | $5,589-90.0% | $13,411-95.8% | $4,887-88.5% |