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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 | $2,387 | $180,466-98.7% | $154,114-98.5% | $135,382-98.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 0.00% | 888.15%-888.2pp | 735.16%-735.2pp | 519.77%-519.8pp |
| Employer contribution / active EE | $946 | $6,035-84.3% | $5,298-82.1% | $4,779-80.2% |
| Participant deferral / active EE | $2,157 | $5,806-62.9% | $5,081-57.6% | $5,609-61.5% |
| Admin fee / account holder | $543 | $16,144-96.6% | $13,411-95.9% | $10,829-95.0% |