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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 | $19,186 | $56,197-65.9% | $67,652-71.6% | $59,633-67.8% |
| Participation rate | 28.6% | 71.5%-42.9pp | 75.7%-47.1pp | 68.7%-40.1pp |
| Annual return | -0.53% | 18508.10%-18508.6pp | 6625.40%-6625.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,681 | $2,844-40.9% | $3,560-52.8% | $3,192-47.3% |
| Admin fee / account holder | $837 | $3,958-78.9% | $4,821-82.6% | $4,297-80.5% |