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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 | $5,880 | $185,883-96.8% | $170,043-96.5% | $139,466-95.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $645 | $7,596-91.5% | $6,790-90.5% | $4,754-86.4% |
| Participant deferral / active EE | $3,380 | $11,626-70.9% | $10,410-67.5% | $6,712-49.6% |
| Admin fee / account holder | $743 | $15,393-95.2% | $12,824-94.2% | $11,409-93.5% |