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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 | $88,203-65.7% | $165,100-81.7% | $74,478-59.4% |
| Participation rate | 35.6% | 73.1%-37.6pp | 78.6%-43.1pp | 67.2%-31.7pp |
| Annual return | 0.00% | 17.13%-17.1pp | 70.21%-70.2pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,768 | $4,505-16.4% | $6,035-37.6% | $4,350-13.4% |
| Admin fee / account holder | $1,252 | $2,235-44.0% | $12,696-90.1% | $1,946-35.6% |