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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 | $1,059 | $138,114-99.2% | $125,391-99.2% | $134,545-99.2% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $779 | $5,246-85.2% | $4,816-83.8% | $4,742-83.6% |
| Participant deferral / active EE | $4,184 | $7,801-46.4% | $7,448-43.8% | $6,401-34.6% |
| Admin fee / account holder | $16,707 | $11,570+44.4% | $10,009+66.9% | $11,431+46.2% |