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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 | $35,368 | $227,399-84.4% | $189,758-81.4% | $198,609-82.2% |
| Participation rate | 12.5% | 84.0%-71.5pp | 79.8%-67.3pp | 82.4%-69.9pp |
| Annual return | 0.00% | 61.03%-61.0pp | 52.62%-52.6pp | 202.70%-202.7pp |
| Employer contribution / active EE | $181 | $5,526-96.7% | $4,767-96.2% | $5,055-96.4% |
| Participant deferral / active EE | $3,750 | $6,837-45.2% | $5,856-36.0% | $6,977-46.3% |
| Admin fee / account holder | $1,055 | $25,162-95.8% | $20,388-94.8% | $19,030-94.5% |