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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 | $3,653 | $64,311-94.3% | $57,356-93.6% | $125,389-97.1% |
| Participation rate | 15.8% | 78.6%-62.8pp | 75.1%-59.3pp | 83.2%-67.4pp |
| Annual return | -1.47% | 25.14%-26.6pp | 24.41%-25.9pp | 282.24%-283.7pp |
| Employer contribution / active EE | $54 | $3,193-98.3% | $2,689-98.0% | $4,866-98.9% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $914 | $5,243-82.6% | $3,357-72.8% | $9,541-90.4% |