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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 | $13,671 | $217,432-93.7% | $185,849-92.6% | $167,536-91.8% |
| Participation rate | 42.9% | 86.1%-43.2pp | 81.7%-38.9pp | 82.1%-39.3pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $759 | $5,875-87.1% | $5,169-85.3% | $4,839-84.3% |
| Participant deferral / active EE | $5,334 | $6,357-16.1% | $5,569-4.2% | $6,342-15.9% |
| Admin fee / account holder | $911 | $19,818-95.4% | $16,244-94.4% | $12,315-92.6% |