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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 | $3,626 | $92,684-96.1% | $82,706-95.6% | $134,509-97.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -15.73% | 945.84%-961.6pp | 701.76%-717.5pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,113 | $4,800-76.8% | $4,394-74.7% | $6,400-82.6% |
| Admin fee / account holder | $1,011 | $5,982-83.1% | $5,329-81.0% | $11,427-91.2% |