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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 | $4,764 | $90,607-94.7% | $79,467-94.0% | $135,380-96.5% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -1.39% | 977.74%-979.1pp | 718.30%-719.7pp | 519.81%-521.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $658 | $4,050-83.7% | $3,704-82.2% | $5,609-88.3% |
| Admin fee / account holder | $5,138 | $5,895-12.9% | $5,104+0.7% | $10,828-52.6% |