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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 | $1,377 | $35,183-96.1% | $73,550-98.1% | $70,126-98.0% |
| Participation rate | 18.8% | 42.9%-24.2pp | 54.9%-36.2pp | 69.5%-50.8pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $546 | $1,220-55.3% | $1,804-69.8% | $3,332-83.6% |
| Admin fee / account holder | $1,271 | $2,302-44.8% | $2,320-45.2% | $4,645-72.6% |