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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 | $99,921-95.8% | $85,009-95.0% | $145,959-97.1% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 0.00% | 83.89%-83.9pp | 66.47%-66.5pp | 561.95%-561.9pp |
| Employer contribution / active EE | $361 | $3,233-88.8% | $2,728-86.8% | $4,661-92.3% |
| Participant deferral / active EE | $1,746 | $5,293-67.0% | $4,522-61.4% | $6,689-73.9% |
| Admin fee / account holder | $2,761 | $7,252-61.9% | $6,153-55.1% | $13,398-79.4% |