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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 | $7,658 | $78,694-90.3% | $67,652-88.7% | $125,389-93.9% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -1.90% | 9.46%-11.4pp | 6625.40%-6627.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,365 | $4,292-68.2% | $3,560-61.7% | $5,352-74.5% |
| Admin fee / account holder | $347 | $7,403-95.3% | $4,821-92.8% | $9,541-96.4% |