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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 | $17,304 | $82,678-79.1% | $125,391-86.2% | $68,490-74.7% |
| Participation rate | 60.3% | 75.1%-14.8pp | 82.4%-22.1pp | 67.9%-7.6pp |
| Annual return | -18.83% | -5.97%-12.9pp | 572.41%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,742 | $6,111-38.8% | $7,448-49.8% | $4,028-7.1% |
| Admin fee / account holder | $1,135 | $6,277-81.9% | $10,009-88.7% | $5,403-79.0% |