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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 | $5,324 | $91,911-94.2% | $68,612-92.2% | $135,379-96.1% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -7.64% | -8.22%+0.6pp | -4.63%-3.0pp | 519.79%-527.4pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,369 | $4,315-45.1% | $3,311-28.4% | $5,609-57.8% |
| Admin fee / account holder | $1,247 | $9,240-86.5% | $5,131-75.7% | $10,828-88.5% |