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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 | $4,929 | $190,879-97.4% | $160,009-96.9% | $134,532-96.3% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.0%-16.9pp | 81.2%-20.1pp |
| Annual return | -12.73% | 552.63%-565.4pp | 408.85%-421.6pp | 418.27%-431.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,897 | $6,924-58.2% | $6,183-53.2% | $6,401-54.7% |
| Admin fee / account holder | $684 | $10,495-93.5% | $8,715-92.2% | $11,429-94.0% |