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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 | $11,748 | $56,200-79.1% | $67,653-82.6% | $59,633-80.3% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | -1.85% | 18506.71%-18508.6pp | 6625.22%-6627.1pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,252 | $2,843-56.0% | $3,560-64.8% | $3,192-60.8% |
| Admin fee / account holder | $1,233 | $3,959-68.9% | $4,821-74.4% | $4,297-71.3% |