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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 | $693 | $51,638-98.7% | $68,368-99.0% | $82,448-99.2% |
| Participation rate | 45.4% | 63.6%-18.2pp | 73.8%-28.4pp | 68.1%-22.7pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $618 | $2,914-78.8% | $4,123-85.0% | $4,139-85.1% |
| Admin fee / account holder | $428 | $4,643-90.8% | $5,150-91.7% | $7,234-94.1% |