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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 | $6,459 | $150,435-95.7% | $120,580-94.6% | $145,897-95.6% |
| Participation rate | 63.6% | 78.8%-15.2pp | 72.0%-8.3pp | 80.3%-16.7pp |
| Annual return | 0.00% | 154.60%-154.6pp | 107.48%-107.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $803 | $4,352-81.5% | $3,469-76.8% | $4,663-82.8% |
| Participant deferral / active EE | $1,502 | $6,174-75.7% | $4,995-69.9% | $6,689-77.5% |
| Admin fee / account holder | $1,084 | $12,182-91.1% | $9,418-88.5% | $13,390-91.9% |