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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 | $2,625 | $67,396-96.1% | $60,919-95.7% | $134,545-98.0% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.1%-33.1pp | 81.2%-41.2pp |
| Annual return | -9.11% | 50.12%-59.2pp | 16.96%-26.1pp | 418.37%-427.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,257 | $4,534-72.3% | $3,814-67.0% | $6,401-80.4% |
| Admin fee / account holder | $98,579 | $4,590+2047.7% | $3,228+2954.2% | $11,431+762.4% |