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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 | $12,971 | $65,704-80.3% | $94,229-86.2% | $59,633-78.2% |
| Participation rate | 58.8% | 72.1%-13.3pp | 78.8%-19.9pp | 68.7%-9.8pp |
| Annual return | 0.43% | 5.22%-4.8pp | 10.68%-10.3pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,282 | $3,143+4.4% | $4,320-24.0% | $3,192+2.8% |
| Admin fee / account holder | $542 | $4,265-87.3% | $6,269-91.4% | $4,297-87.4% |