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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 | $8,151 | $54,370-85.0% | $82,763-90.2% | $68,490-88.1% |
| Participation rate | 28.2% | 63.9%-35.7pp | 72.6%-44.4pp | 67.9%-39.7pp |
| Annual return | -3.28% | -13.67%+10.4pp | 702.45%-705.7pp | -7.85%+4.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,894 | $3,247-41.7% | $4,395-56.9% | $4,028-53.0% |
| Admin fee / account holder | $1,026 | $4,398-76.7% | $5,325-80.7% | $5,403-81.0% |