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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 | $15,399 | $105,856-85.5% | $90,161-82.9% | $147,586-89.6% |
| Participation rate | 52.4% | 79.7%-27.4pp | 76.9%-24.5pp | 82.8%-30.4pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,790 | $5,733-68.8% | $5,287-66.1% | $5,439-67.1% |
| Admin fee / account holder | $5,010 | $8,046-37.7% | $5,943-15.7% | $10,886-54.0% |