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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 | $8,337 | $202,342-95.9% | $172,752-95.2% | $152,897-94.5% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,207 | $5,858-79.4% | $5,144-76.5% | $4,764-74.7% |
| Participant deferral / active EE | $4,207 | $5,948-29.3% | $5,198-19.1% | $5,851-28.1% |
| Admin fee / account holder | $503 | $17,111-97.1% | $13,955-96.4% | $11,599-95.7% |