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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 | $1,751 | $61,755-97.2% | $97,161-98.2% | $80,911-97.8% |
| Participation rate | 62.7% | 63.5%-0.7pp | 72.7%-9.9pp | 67.6%-4.9pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.36%-75.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,432 | $3,026-52.7% | $4,265-66.4% | $4,297-66.7% |
| Admin fee / account holder | $359 | $5,166-93.0% | $5,647-93.6% | $6,935-94.8% |