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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 | $17,611 | $84,499-79.2% | $125,391-86.0% | $66,949-73.7% |
| Participation rate | 55.6% | 76.4%-20.8pp | 82.4%-26.7pp | 69.8%-14.2pp |
| Annual return | -14.68% | -8.49%-6.2pp | 572.41%-587.1pp | 1.57%-16.3pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $8,193 | $6,785+20.8% | $7,448+10.0% | $4,239+93.3% |
| Admin fee / account holder | $3,827 | $685+458.6% | $10,009-61.8% | $594+544.7% |