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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 | $5,896 | $99,875-94.1% | $146,866-96.0% | $86,983-93.2% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.5%-19.2pp | 69.5%-6.2pp |
| Annual return | 0.00% | 28.10%-28.1pp | 102.85%-102.9pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,344 | $6,322-47.1% | $7,759-56.9% | $4,194-20.3% |
| Admin fee / account holder | $375 | $7,838-95.2% | $13,620-97.2% | $7,856-95.2% |