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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 | $2,348 | $102,632-97.7% | $81,988-97.1% | $158,950-98.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,916 | $4,649-58.8% | $3,722-48.5% | $5,983-68.0% |
| Admin fee / account holder | $11,035 | $8,237+34.0% | $5,665+94.8% | $11,248-1.9% |