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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 | $4,200 | $90,617-95.4% | $79,476-94.7% | $135,382-96.9% |
| Participation rate | 60.0% | 76.1%-16.1pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -3.76% | 977.57%-981.3pp | 718.21%-722.0pp | 519.77%-523.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,088 | $4,050-73.1% | $3,704-70.6% | $5,609-80.6% |
| Admin fee / account holder | $2,022 | $5,907-65.8% | $5,113-60.4% | $10,829-81.3% |