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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 | $5,855 | $65,027-91.0% | $90,970-93.6% | $79,852-92.7% |
| Participation rate | 15.4% | 61.6%-46.2pp | 69.0%-53.6pp | 69.6%-54.3pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.58%-134.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,147 | $2,512-54.3% | $3,373-66.0% | $3,740-69.3% |
| Admin fee / account holder | $1,816 | $4,535-59.9% | $5,960-69.5% | $5,306-65.8% |