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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 | $2,716 | $84,685-96.8% | $73,836-96.3% | $125,389-97.8% |
| Participation rate | 46.7% | 76.8%-30.1pp | 73.4%-26.8pp | 83.2%-36.5pp |
| Annual return | -3.58% | 3123.80%-3127.4pp | 2268.06%-2271.6pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $711 | $3,993-82.2% | $3,583-80.1% | $5,352-86.7% |
| Admin fee / account holder | $1,030 | $5,694-81.9% | $4,882-78.9% | $9,541-89.2% |