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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 | $6,173 | $152,591-96.0% | $117,529-94.7% | $134,545-95.4% |
| Participation rate | 29.2% | 77.1%-47.9pp | 70.6%-41.4pp | 81.2%-52.1pp |
| Annual return | -16.32% | 53.04%-69.4pp | 29.77%-46.1pp | 418.37%-434.7pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,146 | $4,821-76.2% | $4,072-71.9% | $6,401-82.1% |
| Admin fee / account holder | $448 | $7,004-93.6% | $5,645-92.1% | $11,431-96.1% |