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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 | $6,154 | $202,342-97.0% | $172,752-96.4% | $152,897-96.0% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $336 | $5,858-94.3% | $5,144-93.5% | $4,764-92.9% |
| Participant deferral / active EE | $2,185 | $5,948-63.3% | $5,198-58.0% | $5,851-62.7% |
| Admin fee / account holder | $56,448 | $17,111+229.9% | $13,955+304.5% | $11,599+386.6% |