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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 | $11,756 | $124,346-90.5% | $111,308-89.4% | $167,536-93.0% |
| Participation rate | 30.8% | 79.6%-48.9pp | 77.3%-46.6pp | 82.1%-51.3pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,397 | $5,182+23.5% | $4,487+42.6% | $6,342+0.9% |
| Admin fee / account holder | $5,458 | $10,621-48.6% | $7,965-31.5% | $12,315-55.7% |