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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 | $2,806 | $134,001-97.9% | $112,258-97.5% | $134,509-97.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 47.15%-47.2pp | 27.47%-27.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $512 | $4,039-87.3% | $3,636-85.9% | $4,741-89.2% |
| Participant deferral / active EE | $1,710 | $5,291-67.7% | $4,728-63.8% | $6,400-73.3% |
| Admin fee / account holder | $477 | $7,491-93.6% | $6,411-92.6% | $11,427-95.8% |