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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 | $6,206 | $57,330-89.2% | $86,656-92.8% | $75,177-91.7% |
| Participation rate | 20.8% | 63.2%-42.4pp | 71.7%-50.9pp | 67.2%-46.4pp |
| Annual return | 0.00% | 2675.40%-2675.4pp | 593.09%-593.1pp | 160.75%-160.8pp |
| Employer contribution / active EE | $286 | $2,316-87.7% | $3,025-90.6% | $2,671-89.3% |
| Participant deferral / active EE | $1,002 | $3,320-69.8% | $4,439-77.4% | $4,126-75.7% |
| Admin fee / account holder | $495 | $4,115-88.0% | $5,619-91.2% | $5,651-91.2% |