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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 | $7,218 | $59,107-87.8% | $86,439-91.6% | $68,498-89.5% |
| Participation rate | 63.0% | 75.2%-12.3pp | 80.3%-17.4pp | 67.9%-4.9pp |
| Annual return | -17.87% | -0.23%-17.6pp | 4395.55%-4413.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,928 | $5,901-50.4% | $6,952-57.9% | $4,027-27.3% |
| Admin fee / account holder | $2,967 | $5,637-47.4% | $6,732-55.9% | $5,403-45.1% |