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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 | $7,224 | $69,012-89.5% | $160,009-95.5% | $68,486-89.5% |
| Participation rate | 43.9% | 65.4%-21.6pp | 78.0%-34.1pp | 67.9%-24.0pp |
| Annual return | 1142.33% | -9.65%+1152.0pp | 408.85%+733.5pp | -7.85%+1150.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,147 | $4,212-49.0% | $6,183-65.3% | $4,028-46.7% |
| Admin fee / account holder | $2,063 | $4,798-57.0% | $8,715-76.3% | $5,404-61.8% |