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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 | $7,156 | $95,915-92.5% | $79,580-91.0% | $134,532-94.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -16.39% | -2.71%-13.7pp | 0.15%-16.5pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,009 | $4,693-35.9% | $3,985-24.5% | $6,401-53.0% |
| Admin fee / account holder | $2,748 | $9,132-69.9% | $6,835-59.8% | $11,429-76.0% |