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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 | $15,575 | $82,630-81.2% | $64,105-75.7% | $125,389-87.6% |
| Participation rate | 65.2% | 75.9%-10.6pp | 68.2%-3.0pp | 83.2%-18.0pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,652 | $3,608-26.5% | $2,822-6.0% | $5,352-50.4% |
| Admin fee / account holder | $1,262 | $6,382-80.2% | $4,499-71.9% | $9,541-86.8% |