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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 | $7,133 | $138,076-94.8% | $123,553-94.2% | $135,380-94.7% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | 0.36% | 153.70%-153.3pp | 119.21%-118.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,313 | $6,800-66.0% | $6,426-64.0% | $5,609-58.8% |
| Admin fee / account holder | $537,109 | $10,917+4820.0% | $9,284+5685.0% | $10,828+4860.3% |