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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 | $3,262 | $180,462-98.2% | $154,111-97.9% | $135,379-97.6% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -4.19% | 888.17%-892.4pp | 735.18%-739.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $957 | $6,036-84.1% | $5,298-81.9% | $4,779-80.0% |
| Participant deferral / active EE | $2,209 | $5,806-62.0% | $5,081-56.5% | $5,609-60.6% |
| Admin fee / account holder | $3,397 | $16,145-79.0% | $13,411-74.7% | $10,828-68.6% |