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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 | $7,247 | $90,606-92.0% | $79,466-90.9% | $135,379-94.6% |
| Participation rate | 35.3% | 76.0%-40.8pp | 73.3%-38.1pp | 82.6%-47.3pp |
| Annual return | -0.69% | 977.69%-978.4pp | 718.28%-719.0pp | 519.79%-520.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $974 | $4,050-75.9% | $3,704-73.7% | $5,609-82.6% |
| Admin fee / account holder | $19,786 | $5,895+235.6% | $5,104+287.6% | $10,828+82.7% |