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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 | $32,016 | $101,591-68.5% | $147,096-78.2% | $74,429-57.0% |
| Participation rate | 36.9% | 75.5%-38.6pp | 82.2%-45.3pp | 67.2%-30.3pp |
| Annual return | 0.00% | 8746.45%-8746.5pp | 419.75%-419.7pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,374 | $7,302-40.1% | $8,071-45.8% | $4,348+0.6% |
| Admin fee / account holder | $873 | $1,750-50.1% | $13,005-93.3% | $1,944-55.1% |