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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 | $7,907 | $104,106-92.4% | $71,086-88.9% | $135,379-94.2% |
| Participation rate | 69.6% | 65.7%+3.9pp | 54.7%+14.9pp | 82.6%-13.1pp |
| Annual return | -5.15% | 1256.30%-1261.4pp | 650.59%-655.7pp | 519.79%-524.9pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,135 | $2,527-55.1% | $1,874-39.5% | $5,609-79.8% |
| Admin fee / account holder | $3,577 | $4,142-13.6% | $3,082+16.1% | $10,828-67.0% |