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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 | $7,570 | $167,352-95.5% | $143,788-94.7% | $134,509-94.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.03%0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $829 | $5,620-85.3% | $4,952-83.3% | $4,741-82.5% |
| Participant deferral / active EE | $4,019 | $6,447-37.7% | $5,638-28.7% | $6,400-37.2% |
| Admin fee / account holder | $361 | $18,091-98.0% | $14,675-97.5% | $11,427-96.8% |