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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 | $1,617 | $84,684-98.1% | $73,835-97.8% | $125,388-98.7% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.4%-48.4pp | 83.2%-58.2pp |
| Annual return | -0.82% | 3123.93%-3124.8pp | 2268.13%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $788 | $3,993-80.3% | $3,583-78.0% | $5,352-85.3% |
| Admin fee / account holder | $2,404 | $5,691-57.8% | $4,880-50.7% | $9,541-74.8% |