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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 | $1,850 | $211,946-99.1% | $169,452-98.9% | $135,380-98.6% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $364 | $5,117-92.9% | $4,157-91.2% | $4,779-92.4% |
| Participant deferral / active EE | $1,236 | $6,075-79.7% | $5,277-76.6% | $5,609-78.0% |
| Admin fee / account holder | $459 | $11,472-96.0% | $9,110-95.0% | $10,828-95.8% |