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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 | $7,736 | $198,457-96.1% | $170,435-95.5% | $147,586-94.8% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $726 | $6,183-88.3% | $5,432-86.6% | $4,876-85.1% |
| Participant deferral / active EE | $3,346 | $5,629-40.6% | $4,939-32.3% | $5,439-38.5% |
| Admin fee / account holder | $548 | $16,852-96.7% | $13,881-96.1% | $10,886-95.0% |