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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 | $10,076 | $78,707-87.2% | $117,861-91.5% | $70,126-85.6% |
| Participation rate | 40.7% | 73.2%-32.5pp | 79.7%-38.9pp | 69.5%-28.8pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,185 | $3,297-33.7% | $4,482-51.3% | $3,332-34.4% |
| Admin fee / account holder | $1,124 | $5,066-77.8% | $8,021-86.0% | $4,645-75.8% |