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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 | $20,652 | $84,482-75.6% | $125,363-83.5% | $66,930-69.1% |
| Participation rate | 27.4% | 76.4%-49.0pp | 82.4%-54.9pp | 69.8%-42.4pp |
| Annual return | -7.70% | -8.49%+0.8pp | 572.15%-579.8pp | 1.57%-9.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,597 | $6,782-47.0% | $7,447-51.7% | $4,238-15.1% |
| Admin fee / account holder | $5,544 | $685+709.4% | $10,005-44.6% | $593+834.2% |