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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 | $5,706 | $92,684-93.8% | $82,706-93.1% | $134,509-95.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -19.88% | 945.84%-965.7pp | 701.76%-721.6pp | 418.13%-438.0pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,175 | $4,800-54.7% | $4,394-50.5% | $6,400-66.0% |
| Admin fee / account holder | $1,864 | $5,982-68.8% | $5,329-65.0% | $11,427-83.7% |