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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 | $8,840 | $190,862-95.4% | $159,991-94.5% | $134,509-93.4% |
| Participation rate | 52.6% | 82.0%-29.3pp | 78.0%-25.3pp | 81.2%-28.6pp |
| Annual return | -12.96% | 552.59%-565.6pp | 408.82%-421.8pp | 418.13%-431.1pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,488 | $6,924-64.1% | $6,183-59.8% | $6,400-61.1% |
| Admin fee / account holder | $1,992 | $10,495-81.0% | $8,715-77.1% | $11,427-82.6% |