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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 | $9,026 | $217,432-95.8% | $185,849-95.1% | $167,536-94.6% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $810 | $5,875-86.2% | $5,169-84.3% | $4,839-83.3% |
| Participant deferral / active EE | $2,817 | $6,357-55.7% | $5,569-49.4% | $6,342-55.6% |
| Admin fee / account holder | $437 | $19,818-97.8% | $16,244-97.3% | $12,315-96.5% |