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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 | $6,038 | $115,810-94.8% | $101,271-94.0% | $158,966-96.2% |
| Participation rate | 38.9% | 79.4%-40.5pp | 75.8%-36.9pp | 82.0%-43.1pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $490 | $4,175-88.3% | $3,660-86.6% | $4,762-89.7% |
| Participant deferral / active EE | $2,611 | $4,958-47.3% | $4,371-40.3% | $5,983-56.4% |
| Admin fee / account holder | $1,053 | $7,248-85.5% | $5,948-82.3% | $11,250-90.6% |