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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 | $21,365 | $56,197-62.0% | $67,652-68.4% | $59,633-64.2% |
| Participation rate | 61.0% | 71.5%-10.5pp | 75.7%-14.7pp | 68.7%-7.7pp |
| Annual return | -1.23% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,235 | $2,844-56.6% | $3,560-65.3% | $3,192-61.3% |
| Admin fee / account holder | $372 | $3,958-90.6% | $4,821-92.3% | $4,297-91.3% |