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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 | $3,717 | $106,549-96.5% | $91,225-95.9% | $134,509-97.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -17.53% | 160.73%-178.3pp | 114.10%-131.6pp | 418.13%-435.7pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,056 | $4,719-35.2% | $4,234-27.8% | $6,400-52.3% |
| Admin fee / account holder | $2,565 | $6,234-58.8% | $5,422-52.7% | $11,427-77.6% |