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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 | $4,511 | $52,678-91.4% | $75,784-94.0% | $59,633-92.4% |
| Participation rate | 44.8% | 67.2%-22.4pp | 75.8%-31.0pp | 68.7%-23.8pp |
| Annual return | -1.49% | 2.95%-4.4pp | 9.68%-11.2pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,056 | $2,591-59.2% | $3,652-71.1% | $3,192-66.9% |
| Admin fee / account holder | $3,392 | $3,610-6.0% | $5,300-36.0% | $4,297-21.1% |