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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 | $7,491 | $90,617-91.7% | $79,476-90.6% | $135,382-94.5% |
| Participation rate | 33.3% | 76.1%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -1.43% | 977.57%-979.0pp | 718.21%-719.6pp | 519.77%-521.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $781 | $4,050-80.7% | $3,704-78.9% | $5,609-86.1% |
| Admin fee / account holder | $9,323 | $5,907+57.8% | $5,113+82.3% | $10,829-13.9% |