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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 | $711 | $57,541-98.8% | $95,728-99.3% | $75,181-99.1% |
| Participation rate | 67.9% | 62.5%+5.3pp | 72.3%-4.4pp | 67.2%+0.7pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.40%-28.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $229 | $1,808-87.3% | $2,835-91.9% | $2,671-91.4% |
| Participant deferral / active EE | $1,030 | $3,074-66.5% | $4,245-75.7% | $4,126-75.0% |
| Admin fee / account holder | $781 | $4,099-81.0% | $5,673-86.2% | $5,650-86.2% |