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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 | $334 | $29,319-98.9% | $52,425-99.4% | $82,448-99.6% |
| Participation rate | 2.0% | 46.9%-44.9pp | 55.6%-53.7pp | 68.1%-66.1pp |
| Annual return | 18.66% | 535.20%-516.5pp | 302.12%-283.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $452 | $1,171-61.4% | $1,790-74.8% | $4,139-89.1% |
| Admin fee / account holder | $171,218 | $1,962+8626.2% | $2,495+6762.7% | $7,234+2266.7% |