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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 | $9,653 | $134,001-92.8% | $112,258-91.4% | $134,509-92.8% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -14.76% | 47.15%-61.9pp | 27.47%-42.2pp | 418.13%-432.9pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,800 | $5,291-66.0% | $4,728-61.9% | $6,400-71.9% |
| Admin fee / account holder | $2,844 | $7,491-62.0% | $6,411-55.6% | $11,427-75.1% |