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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 | $8,769 | $54,357-83.9% | $82,706-89.4% | $68,495-87.2% |
| Participation rate | 26.9% | 63.9%-37.0pp | 72.6%-45.6pp | 67.9%-41.0pp |
| Annual return | -18.17% | -13.67%-4.5pp | 701.76%-719.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,260 | $3,246-61.2% | $4,394-71.3% | $4,028-68.7% |
| Admin fee / account holder | $358 | $4,396-91.9% | $5,329-93.3% | $5,403-93.4% |