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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 | $4,209 | $100,139-95.8% | $85,187-95.1% | $145,884-97.1% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 84.15%-84.2pp | 66.67%-66.7pp | 551.85%-551.8pp |
| Employer contribution / active EE | $361 | $3,238-88.8% | $2,732-86.8% | $4,662-92.3% |
| Participant deferral / active EE | $1,746 | $5,296-67.0% | $4,525-61.4% | $6,690-73.9% |
| Admin fee / account holder | $2,761 | $7,262-62.0% | $6,162-55.2% | $13,392-79.4% |