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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 | $0 | $95,915-100.0% | $79,580-100.0% | $134,532-100.0% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -8.51% | -2.71%-5.8pp | 0.15%-8.7pp | 418.27%-426.8pp |
| Employer contribution / active EE | $418 | $3,129-86.6% | $2,413-82.7% | $4,741-91.2% |
| Participant deferral / active EE | $7,714 | $4,693+64.4% | $3,985+93.6% | $6,401+20.5% |
| Admin fee / account holder | $453,992 | $9,132+4871.6% | $6,835+6542.1% | $11,429+3872.4% |