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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 | $5,059 | $99,644-94.9% | $86,438-94.1% | $134,532-96.2% |
| Participation rate | 27.3% | 82.1%-54.8pp | 80.3%-53.1pp | 81.2%-54.0pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,401 | $7,247-53.1% | $6,952-51.1% | $6,401-46.9% |
| Admin fee / account holder | $6,956 | $8,375-16.9% | $6,733+3.3% | $11,429-39.1% |