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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 | $5,353 | $103,393-94.8% | $87,103-93.9% | $152,909-96.5% |
| Participation rate | 40.9% | 79.4%-38.4pp | 76.9%-36.0pp | 82.5%-41.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.46%-345.5pp |
| Employer contribution / active EE | $516 | $3,221-84.0% | $2,521-79.5% | $4,764-89.2% |
| Participant deferral / active EE | $1,985 | $4,778-58.5% | $4,049-51.0% | $5,851-66.1% |
| Admin fee / account holder | $423 | $12,195-96.5% | $7,491-94.3% | $11,601-96.4% |