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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 | $651 | $107,809-99.4% | $97,032-99.3% | $155,188-99.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 0.00% | 38.06%-38.1pp | 35.38%-35.4pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,219 | $5,129-76.2% | $4,672-73.9% | $6,531-81.3% |
| Admin fee / account holder | $312 | $10,717-97.1% | $9,418-96.7% | $14,480-97.8% |