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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 | $2,483 | $48,267-94.9% | $68,808-96.4% | $68,486-96.4% |
| Participation rate | 30.0% | 60.7%-30.7pp | 69.0%-39.0pp | 67.9%-37.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $976 | $2,867-65.9% | $3,942-75.2% | $4,028-75.8% |
| Admin fee / account holder | $356 | $4,362-91.8% | $4,936-92.8% | $5,404-93.4% |