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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 | $17,480 | $209,428-91.7% | $178,498-90.2% | $158,950-89.0% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 0.00% | 188.78%-188.8pp | 151.09%-151.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,036 | $5,707-81.8% | $5,011-79.3% | $4,762-78.2% |
| Participant deferral / active EE | $3,617 | $5,955-39.3% | $5,202-30.5% | $5,983-39.5% |
| Admin fee / account holder | $464 | $17,077-97.3% | $13,985-96.7% | $11,248-95.9% |