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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 | $2,261 | $109,411-97.9% | $89,435-97.5% | $158,982-98.6% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.0%-20.6pp | 82.0%-34.6pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.55%-245.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $235 | $3,173-92.6% | $2,587-90.9% | $4,763-95.1% |
| Participant deferral / active EE | $927 | $4,600-79.8% | $3,890-76.2% | $5,983-84.5% |
| Admin fee / account holder | $821 | $6,159-86.7% | $4,884-83.2% | $11,252-92.7% |