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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 | $3,062 | $90,606-96.6% | $79,466-96.1% | $135,379-97.7% |
| Participation rate | 35.3% | 76.0%-40.8pp | 73.3%-38.1pp | 82.6%-47.3pp |
| Annual return | -5.66% | 977.69%-983.4pp | 718.28%-723.9pp | 519.79%-525.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $667 | $4,050-83.5% | $3,704-82.0% | $5,609-88.1% |
| Admin fee / account holder | $1,391 | $5,895-76.4% | $5,104-72.7% | $10,828-87.2% |