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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 | $23,170 | $202,342-88.5% | $172,753-86.6% | $152,909-84.8% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.5%-68.2pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $425 | $5,857-92.7% | $5,144-91.7% | $4,764-91.1% |
| Participant deferral / active EE | $2,714 | $5,948-54.4% | $5,198-47.8% | $5,851-53.6% |
| Admin fee / account holder | $376 | $17,112-97.8% | $13,956-97.3% | $11,601-96.8% |