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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 | $433 | $162,529-99.7% | $130,788-99.7% | $154,746-99.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 0.00% | 510.48%-510.5pp | 386.44%-386.4pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $572 | $4,808-88.1% | $4,137-86.2% | $6,730-91.5% |
| Admin fee / account holder | $2,173 | $7,669-71.7% | $6,673-67.4% | $14,365-84.9% |