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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 | $13,849 | $127,387-89.1% | $115,038-88.0% | $125,389-89.0% |
| Participation rate | 20.0% | 84.2%-64.2pp | 81.4%-61.4pp | 83.2%-63.2pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $666 | $5,166-87.1% | $4,608-85.6% | $4,866-86.3% |
| Participant deferral / active EE | $2,408 | $6,423-62.5% | $6,026-60.0% | $5,352-55.0% |
| Admin fee / account holder | $1,279 | $9,516-86.6% | $8,175-84.4% | $9,541-86.6% |