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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 | $5,708 | $40,275-85.8% | $57,356-90.0% | $59,633-90.4% |
| Participation rate | 46.2% | 69.1%-23.0pp | 75.1%-28.9pp | 68.7%-22.5pp |
| Annual return | -0.84% | 27.52%-28.4pp | 24.41%-25.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $711 | $2,400-70.4% | $3,162-77.5% | $3,192-77.7% |
| Admin fee / account holder | $747 | $2,820-73.5% | $3,357-77.8% | $4,297-82.6% |