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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 | $3,372 | $50,958-93.4% | $74,552-95.5% | $64,181-94.7% |
| Participation rate | 42.9% | 61.1%-18.2pp | 69.1%-26.3pp | 69.6%-26.7pp |
| Annual return | -2.09% | -1.86%-0.2pp | 32.53%-34.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,117 | $2,301-51.5% | $3,108-64.1% | $3,470-67.8% |
| Admin fee / account holder | $834 | $4,223-80.2% | $5,060-83.5% | $4,887-82.9% |