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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 | $10,633 | $46,722-77.2% | $130,660-91.9% | $65,185-83.7% |
| Participation rate | 11.5% | 60.9%-49.5pp | 71.7%-60.3pp | 70.2%-58.7pp |
| Annual return | 0.00% | 24.17%-24.2pp | 1709.29%-1709.3pp | 29.38%-29.4pp |
| Employer contribution / active EE | $237 | $1,488-84.1% | $4,092-94.2% | $2,177-89.1% |
| Participant deferral / active EE | $1,230 | $2,545-51.7% | $3,603-65.9% | $3,514-65.0% |
| Admin fee / account holder | $643 | $453+41.9% | $5,463-88.2% | $847-24.1% |