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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 | $7,485 | $45,152-83.4% | $73,836-89.9% | $59,633-87.4% |
| Participation rate | 40.7% | 64.0%-23.3pp | 73.4%-32.7pp | 68.7%-27.9pp |
| Annual return | -1.64% | 27.40%-29.0pp | 2268.06%-2269.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,316 | $2,573-48.9% | $3,583-63.3% | $3,192-58.8% |
| Admin fee / account holder | $518 | $3,515-85.3% | $4,882-89.4% | $4,297-87.9% |