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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 | $5,459 | $91,179-94.0% | $178,499-96.9% | $79,852-93.2% |
| Participation rate | 34.4% | 69.2%-34.8pp | 81.9%-47.5pp | 69.6%-35.2pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,050 | $3,236-36.7% | $5,202-60.6% | $3,740-45.2% |
| Admin fee / account holder | $949 | $6,749-85.9% | $13,986-93.2% | $5,306-82.1% |