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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 | $7,976 | $110,083-92.8% | $151,628-94.7% | $68,495-88.4% |
| Participation rate | 44.4% | 84.0%-39.5pp | 87.5%-43.0pp | 67.9%-23.4pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,751 | $6,526-42.5% | $8,363-55.1% | $4,028-6.9% |
| Admin fee / account holder | $410 | $7,718-94.7% | $11,613-96.5% | $5,403-92.4% |