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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 | $20,042 | $162,812-87.7% | $133,971-85.0% | $158,966-87.4% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $430 | $4,976-91.4% | $3,919-89.0% | $4,762-91.0% |
| Participant deferral / active EE | $5,602 | $5,910-5.2% | $5,047+11.0% | $5,983-6.4% |
| Admin fee / account holder | $364 | $11,741-96.9% | $8,929-95.9% | $11,250-96.8% |