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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 | $5,031 | $92,766-94.6% | $82,763-93.9% | $134,545-96.3% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.9pp | 81.2%-16.5pp |
| Annual return | -16.51% | 946.97%-963.5pp | 702.45%-719.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,070 | $4,802-77.7% | $4,395-75.7% | $6,401-83.3% |
| Admin fee / account holder | $716 | $5,978-88.0% | $5,325-86.6% | $11,431-93.7% |