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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 | $10,633 | $148,623-92.8% | $135,974-92.2% | $139,466-92.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 0.00% | 79.30%-79.3pp | 68.30%-68.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $770 | $5,246-85.3% | $4,859-84.1% | $4,754-83.8% |
| Participant deferral / active EE | $2,828 | $8,103-65.1% | $7,760-63.6% | $6,712-57.9% |
| Admin fee / account holder | $3,612 | $12,406-70.9% | $10,767-66.4% | $11,409-68.3% |