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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 | $1,046 | $102,245-99.0% | $89,340-98.8% | $137,256-99.2% |
| Participation rate | 33.3% | 74.9%-41.6pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 0.00% | 21.89%-21.9pp | 20.57%-20.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $873 | $4,436-80.3% | $3,823-77.2% | $6,407-86.4% |
| Admin fee / account holder | $323 | $8,085-96.0% | $6,704-95.2% | $12,270-97.4% |