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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 | $1,087 | $69,518-98.4% | $59,887-98.2% | $135,379-99.2% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.7%-31.8pp | 82.6%-39.8pp |
| Annual return | 0.00% | 7.95%-7.9pp | 3.46%-3.5pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,238 | $4,204-70.6% | $3,402-63.6% | $5,609-77.9% |
| Admin fee / account holder | $535 | $5,734-90.7% | $3,591-85.1% | $10,828-95.1% |