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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 | $8,729 | $100,811-91.3% | $86,698-89.9% | $134,545-93.5% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -17.64% | 29.11%-46.8pp | 35.96%-53.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,267 | $5,339-57.5% | $4,656-51.3% | $6,401-64.6% |
| Admin fee / account holder | $1,170 | $10,926-89.3% | $7,492-84.4% | $11,431-89.8% |