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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 | $6,507 | $91,086-92.9% | $203,872-96.8% | $86,983-92.5% |
| Participation rate | 59.6% | 65.8%-6.2pp | 77.8%-18.2pp | 69.5%-9.9pp |
| Annual return | 0.00% | 22.30%-22.3pp | 85.11%-85.1pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,900 | $4,019-52.7% | $6,388-70.3% | $4,194-54.7% |
| Admin fee / account holder | $379 | $8,987-95.8% | $11,730-96.8% | $7,856-95.2% |