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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 | $11,895 | $82,674-85.6% | $125,363-90.5% | $68,495-82.6% |
| Participation rate | 37.3% | 75.0%-37.7pp | 82.4%-45.0pp | 67.9%-30.6pp |
| Annual return | -10.69% | -5.97%-4.7pp | 572.15%-582.8pp | -7.84%-2.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,069 | $6,111-49.8% | $7,447-58.8% | $4,028-23.8% |
| Admin fee / account holder | $1,454 | $6,276-76.8% | $10,005-85.5% | $5,403-73.1% |