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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 | $12,310 | $142,409-91.4% | $119,634-89.7% | $134,545-90.9% |
| Participation rate | 41.7% | 82.8%-41.2pp | 79.3%-37.6pp | 81.2%-39.6pp |
| Annual return | -19.48% | -12.46%-7.0pp | -14.98%-4.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,700 | $6,468-27.3% | $5,601-16.1% | $6,401-26.6% |
| Admin fee / account holder | $4,982 | $13,594-63.4% | $10,329-51.8% | $11,431-56.4% |