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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 | $22,704 | $65,704-65.4% | $94,229-75.9% | $59,633-61.9% |
| Participation rate | 41.9% | 72.1%-30.2pp | 78.8%-36.8pp | 68.7%-26.7pp |
| Annual return | -1.87% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,595 | $3,143+14.4% | $4,320-16.8% | $3,192+12.6% |
| Admin fee / account holder | $2,939 | $4,265-31.1% | $6,269-53.1% | $4,297-31.6% |