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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 | $15,095 | $91,537-83.5% | $130,045-88.4% | $75,173-79.9% |
| Participation rate | 61.1% | 71.5%-10.3pp | 78.5%-17.4pp | 67.2%-6.1pp |
| Annual return | 41.42% | -631.55%+673.0pp | -137.30%+178.7pp | 160.72%-119.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,008 | $4,343-53.8% | $5,820-65.5% | $4,126-51.3% |
| Admin fee / account holder | $500 | $6,780-92.6% | $10,600-95.3% | $5,651-91.2% |