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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 | $17,072 | $82,674-79.3% | $125,381-86.4% | $68,486-75.1% |
| Participation rate | 65.4% | 75.1%-9.6pp | 82.4%-16.9pp | 67.9%-2.5pp |
| Annual return | -15.65% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,645 | $6,111-40.4% | $7,448-51.1% | $4,028-9.5% |
| Admin fee / account holder | $2,648 | $6,277-57.8% | $10,007-73.5% | $5,404-51.0% |