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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 | $4,967 | $85,790-94.2% | $67,313-92.6% | $135,382-96.3% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -7.16% | -0.54%-6.6pp | -4.08%-3.1pp | 519.77%-526.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,059 | $4,651-77.2% | $3,568-70.3% | $5,609-81.1% |
| Admin fee / account holder | $7,373 | $6,392+15.3% | $4,507+63.6% | $10,829-31.9% |