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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 | $3,721 | $105,623-96.5% | $87,502-95.7% | $273,972-98.6% |
| Participation rate | 28.6% | 78.2%-49.6pp | 73.8%-45.3pp | 83.0%-54.4pp |
| Annual return | 0.00% | 12.26%-12.3pp | 12.21%-12.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,072 | $3,601-42.5% | $3,149-34.2% | $5,287-60.8% |
| Admin fee / account holder | $1,012 | $4,781-78.8% | $4,221-76.0% | $10,133-90.0% |