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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 | $9,039 | $159,934-94.3% | $147,005-93.9% | $145,959-93.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $632 | $5,287-88.0% | $4,934-87.2% | $4,661-86.4% |
| Participant deferral / active EE | $4,017 | $8,427-52.3% | $8,070-50.2% | $6,689-39.9% |
| Admin fee / account holder | $509 | $15,053-96.6% | $13,006-96.1% | $13,398-96.2% |