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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 | $9,416 | $138,114-93.2% | $125,391-92.5% | $134,545-93.0% |
| Participation rate | 47.6% | 84.5%-36.9pp | 82.4%-34.8pp | 81.2%-33.6pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $837 | $5,246-84.0% | $4,816-82.6% | $4,742-82.3% |
| Participant deferral / active EE | $4,296 | $7,801-44.9% | $7,448-42.3% | $6,401-32.9% |
| Admin fee / account holder | $307 | $11,570-97.3% | $10,009-96.9% | $11,431-97.3% |