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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 | $4,311 | $30,732-86.0% | $59,496-92.8% | $59,633-92.8% |
| Participation rate | 16.7% | 43.2%-26.5pp | 54.6%-37.9pp | 68.7%-52.0pp |
| Annual return | -3.38% | 4.47%-7.8pp | 182.05%-185.4pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $489 | $1,183-58.6% | $1,829-73.3% | $3,192-84.7% |
| Admin fee / account holder | $767 | $2,136-64.1% | $2,232-65.6% | $4,297-82.2% |