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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 | $20,958 | $84,482-75.2% | $125,363-83.3% | $66,930-68.7% |
| Participation rate | 49.3% | 76.4%-27.1pp | 82.4%-33.1pp | 69.8%-20.5pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.15%-572.1pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,941 | $6,782-27.1% | $7,447-33.7% | $4,238+16.6% |
| Admin fee / account holder | $1,344 | $685+96.2% | $10,005-86.6% | $593+126.4% |