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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 | $7,319 | $148,582-95.1% | $135,942-94.6% | $139,456-94.8% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 0.00% | 79.26%-79.3pp | 68.28%-68.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $728 | $5,245-86.1% | $4,858-85.0% | $4,753-84.7% |
| Participant deferral / active EE | $3,140 | $8,101-61.2% | $7,759-59.5% | $6,711-53.2% |
| Admin fee / account holder | $439 | $12,402-96.5% | $10,764-95.9% | $11,407-96.1% |