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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 | $31,576 | $94,529-66.6% | $140,019-77.4% | $64,173-50.8% |
| Participation rate | 41.7% | 84.1%-42.4pp | 87.5%-45.8pp | 69.6%-27.9pp |
| Annual return | -2.66% | 7.77%-10.4pp | 651.15%-653.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,033 | $5,250+34.0% | $6,927+1.5% | $3,470+102.7% |
| Admin fee / account holder | $8,646 | $6,741+28.3% | $10,705-19.2% | $4,887+76.9% |