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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 | $7,986 | $202,345-96.1% | $172,755-95.4% | $152,885-94.8% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 0.00% | 1029.77%-1029.8pp | 802.94%-802.9pp | 345.39%-345.4pp |
| Employer contribution / active EE | $542 | $5,858-90.7% | $5,144-89.5% | $4,763-88.6% |
| Participant deferral / active EE | $2,447 | $5,948-58.9% | $5,198-52.9% | $5,851-58.2% |
| Admin fee / account holder | $1,688 | $17,111-90.1% | $13,955-87.9% | $11,598-85.4% |