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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 | $6,013 | $81,870-92.7% | $119,622-95.0% | $68,486-91.2% |
| Participation rate | 43.9% | 71.9%-28.0pp | 79.3%-35.4pp | 67.9%-24.0pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $534 | $2,692-80.2% | $4,232-87.4% | $2,597-79.5% |
| Participant deferral / active EE | $2,525 | $4,148-39.1% | $5,601-54.9% | $4,028-37.3% |
| Admin fee / account holder | $513 | $6,583-92.2% | $10,328-95.0% | $5,404-90.5% |