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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 | $30,243 | $88,137-65.7% | $164,975-81.7% | $74,429-59.4% |
| Participation rate | 35.6% | 73.1%-37.5pp | 78.6%-43.0pp | 67.2%-31.6pp |
| Annual return | 0.00% | 17.13%-17.1pp | 70.12%-70.1pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,768 | $4,501-16.3% | $6,033-37.5% | $4,348-13.3% |
| Admin fee / account holder | $1,252 | $2,231-43.9% | $12,688-90.1% | $1,944-35.6% |