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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 | $4,760 | $138,075-96.6% | $123,552-96.1% | $135,379-96.5% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -8.40% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,194 | $6,800-53.0% | $6,426-50.3% | $5,609-43.1% |
| Admin fee / account holder | $5,790 | $10,917-47.0% | $9,285-37.6% | $10,828-46.5% |