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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 | $10,481 | $76,000-86.2% | $154,111-93.2% | $64,186-83.7% |
| Participation rate | 45.5% | 70.4%-25.0pp | 83.0%-37.6pp | 69.6%-24.1pp |
| Annual return | -6.54% | 30.32%-36.9pp | 735.15%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,579 | $3,175-50.3% | $5,081-68.9% | $3,470-54.5% |
| Admin fee / account holder | $425 | $5,596-92.4% | $13,411-96.8% | $4,888-91.3% |