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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 | $6,438 | $105,198-93.9% | $159,455-96.0% | $85,856-92.5% |
| Participation rate | 47.1% | 75.8%-28.7pp | 82.8%-35.8pp | 69.3%-22.3pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.63%-263.6pp | 318.58%-318.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,505 | $5,946-41.0% | $7,353-52.3% | $3,952-11.3% |
| Admin fee / account holder | $1,144 | $6,934-83.5% | $10,800-89.4% | $6,261-81.7% |