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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 | $5,796 | $58,258-90.1% | $81,820-92.9% | $80,925-92.8% |
| Participation rate | 51.9% | 63.5%-11.6pp | 72.4%-20.5pp | 67.7%-15.8pp |
| Annual return | 0.00% | 41.76%-41.8pp | 777.93%-777.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $255 | $2,345-89.1% | $2,915-91.3% | $2,756-90.8% |
| Participant deferral / active EE | $1,376 | $3,284-58.1% | $4,323-68.2% | $4,299-68.0% |
| Admin fee / account holder | $2,955 | $4,976-40.6% | $7,391-60.0% | $6,940-57.4% |