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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 | $1,616 | $56,339-97.1% | $104,299-98.5% | $68,490-97.6% |
| Participation rate | 60.0% | 63.3%-3.3pp | 73.3%-13.3pp | 67.9%-7.9pp |
| Annual return | -19.21% | -9.19%-10.0pp | 24.62%-43.8pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,103 | $3,077-64.1% | $4,626-76.1% | $4,028-72.6% |
| Admin fee / account holder | $978 | $4,902-80.1% | $7,339-86.7% | $5,403-81.9% |