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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 | $5,607 | $82,674-93.2% | $125,363-95.5% | $68,495-91.8% |
| Participation rate | 47.4% | 75.0%-27.7pp | 82.4%-35.0pp | 67.9%-20.5pp |
| Annual return | -11.01% | -5.97%-5.0pp | 572.15%-583.2pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,960 | $6,111-51.6% | $7,447-60.2% | $4,028-26.5% |
| Admin fee / account holder | $888 | $6,276-85.9% | $10,005-91.1% | $5,403-83.6% |