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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 | $13,106 | $82,630-84.1% | $64,105-79.6% | $125,389-89.5% |
| Participation rate | 17.6% | 75.9%-58.2pp | 68.2%-50.5pp | 83.2%-65.5pp |
| Annual return | -2.62% | 1489.72%-1492.3pp | 791.24%-793.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,173 | $3,608-12.1% | $2,822+12.5% | $5,352-40.7% |
| Admin fee / account holder | $3,409 | $6,382-46.6% | $4,499-24.2% | $9,541-64.3% |