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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 | $14,159 | $223,823-93.7% | $211,142-93.3% | $154,746-90.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 0.00% | 50.39%-50.4pp | 46.84%-46.8pp | 172.34%-172.3pp |
| Employer contribution / active EE | $1,033 | $6,787-84.8% | $6,442-84.0% | $4,379-76.4% |
| Participant deferral / active EE | $7,967 | $9,750-18.3% | $9,284-14.2% | $6,730+18.4% |
| Admin fee / account holder | $489 | $19,707-97.5% | $19,076-97.4% | $14,365-96.6% |