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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 | $6,432 | $95,406-93.3% | $185,849-96.5% | $85,847-92.5% |
| Participation rate | 16.7% | 68.8%-52.1pp | 81.7%-65.0pp | 69.3%-52.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.10%-122.1pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,338 | $3,424-60.9% | $5,569-76.0% | $3,952-66.2% |
| Admin fee / account holder | $842 | $7,214-88.3% | $16,244-94.8% | $6,261-86.5% |