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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 | $19,981 | $91,536-78.2% | $130,062-84.6% | $75,177-73.4% |
| Participation rate | 39.4% | 71.5%-32.1pp | 78.5%-39.1pp | 67.2%-27.8pp |
| Annual return | 17.77% | -631.62%+649.4pp | -137.37%+155.1pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,027 | $4,343-53.3% | $5,821-65.2% | $4,126-50.9% |
| Admin fee / account holder | $607 | $6,780-91.0% | $10,601-94.3% | $5,651-89.3% |