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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 | $8,264 | $138,102-94.0% | $125,381-93.4% | $134,532-93.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 0.75% | 750.73%-750.0pp | 572.31%-571.6pp | 418.27%-417.5pp |
| Employer contribution / active EE | $250 | $5,245-95.2% | $4,815-94.8% | $4,741-94.7% |
| Participant deferral / active EE | $12,000 | $7,801+53.8% | $7,448+61.1% | $6,401+87.5% |
| Admin fee / account holder | $189,453 | $11,568+1537.7% | $10,007+1793.2% | $11,429+1557.7% |