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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 | $2,688 | $30,732-91.3% | $59,496-95.5% | $59,633-95.5% |
| Participation rate | 50.5% | 43.2%+7.3pp | 54.6%-4.0pp | 68.7%-18.2pp |
| Annual return | -0.29% | 4.47%-4.8pp | 182.05%-182.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $509 | $1,183-57.0% | $1,829-72.2% | $3,192-84.1% |
| Admin fee / account holder | $598 | $2,136-72.0% | $2,232-73.2% | $4,297-86.1% |