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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 | $9,747 | $160,070-93.9% | $147,117-93.4% | $145,897-93.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 0.00% | 98.69%-98.7pp | 420.54%-420.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $414 | $5,285-92.2% | $4,932-91.6% | $4,663-91.1% |
| Participant deferral / active EE | $4,465 | $8,419-47.0% | $8,065-44.6% | $6,689-33.3% |
| Admin fee / account holder | $1,312 | $15,035-91.3% | $12,993-89.9% | $13,390-90.2% |