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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 | $10,339 | $185,312-94.4% | $161,489-93.6% | $154,746-93.3% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 0.00% | 103.84%-103.8pp | 89.72%-89.7pp | 172.34%-172.3pp |
| Employer contribution / active EE | $959 | $4,769-79.9% | $4,268-77.5% | $4,379-78.1% |
| Participant deferral / active EE | $5,304 | $6,350-16.5% | $5,630-5.8% | $6,730-21.2% |
| Admin fee / account holder | $759 | $18,654-95.9% | $16,006-95.3% | $14,365-94.7% |