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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 | $10,021 | $46,360-78.4% | $147,618-93.2% | $52,331-80.9% |
| Participation rate | 33.7% | 64.9%-31.3pp | 84.6%-51.0pp | 68.1%-34.4pp |
| Annual return | -1.36% | 1.62%-3.0pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,299 | $2,258-42.5% | $4,895-73.5% | $3,022-57.0% |
| Admin fee / account holder | $3,362 | $766+339.1% | $11,612-71.0% | $592+468.3% |