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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 | $3,858 | $47,848-91.9% | $81,473-95.3% | $70,126-94.5% |
| Participation rate | 21.9% | 58.3%-36.4pp | 68.0%-46.1pp | 69.5%-47.7pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $967 | $2,453-60.6% | $3,537-72.7% | $3,332-71.0% |
| Admin fee / account holder | $838 | $3,145-73.4% | $4,561-81.6% | $4,645-82.0% |