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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 | $3,453 | $52,279-93.4% | $89,414-96.1% | $79,852-95.7% |
| Participation rate | 44.4% | 57.5%-13.1pp | 68.0%-23.5pp | 69.6%-25.2pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.50%-245.5pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,738 | $2,740-36.6% | $3,890-55.3% | $3,740-53.5% |
| Admin fee / account holder | $465 | $3,356-86.1% | $4,883-90.5% | $5,306-91.2% |