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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 | $6,410 | $148,629-95.7% | $135,982-95.3% | $139,487-95.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $297 | $5,247-94.3% | $4,859-93.9% | $4,755-93.7% |
| Participant deferral / active EE | $4,006 | $8,102-50.6% | $7,760-48.4% | $6,713-40.3% |
| Admin fee / account holder | $302 | $12,406-97.6% | $10,767-97.2% | $11,407-97.4% |