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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 | $5,601 | $138,102-95.9% | $125,381-95.5% | $134,532-95.8% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -17.13% | 750.73%-767.9pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,450 | $7,801-30.1% | $7,448-26.8% | $6,401-14.8% |
| Admin fee / account holder | $1,189 | $11,568-89.7% | $10,007-88.1% | $11,429-89.6% |