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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 | $4,852 | $44,850-89.2% | $60,547-92.0% | $59,633-91.9% |
| Participation rate | 21.7% | 59.5%-37.7pp | 68.0%-46.2pp | 68.7%-46.9pp |
| Annual return | 0.00% | 1074.14%-1074.1pp | 335.64%-335.6pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $181 | $1,462-87.6% | $2,419-92.5% | $2,203-91.8% |
| Participant deferral / active EE | $993 | $2,230-55.5% | $3,328-70.2% | $3,192-68.9% |
| Admin fee / account holder | $553 | $3,635-84.8% | $4,536-87.8% | $4,297-87.1% |