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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 | $14,062 | $102,393-86.3% | $147,041-90.4% | $80,911-82.6% |
| Participation rate | 32.3% | 75.9%-43.6pp | 82.2%-49.9pp | 67.6%-35.4pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,509 | $6,647-32.2% | $8,071-44.1% | $4,297+4.9% |
| Admin fee / account holder | $408 | $7,943-94.9% | $13,006-96.9% | $6,935-94.1% |