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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 | $12,377 | $175,259-92.9% | $149,723-91.7% | $139,487-91.1% |
| Participation rate | 21.4% | 83.4%-62.0pp | 78.8%-57.4pp | 80.3%-58.9pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $591 | $5,478-89.2% | $4,821-87.8% | $4,755-87.6% |
| Participant deferral / active EE | $3,798 | $6,522-41.8% | $5,682-33.2% | $6,713-43.4% |
| Admin fee / account holder | $663 | $16,158-95.9% | $13,215-95.0% | $11,407-94.2% |