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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 | $17,872 | $175,231-89.8% | $149,696-88.1% | $139,466-87.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $377 | $5,478-93.1% | $4,821-92.2% | $4,754-92.1% |
| Participant deferral / active EE | $3,859 | $6,521-40.8% | $5,682-32.1% | $6,712-42.5% |
| Admin fee / account holder | $443 | $16,155-97.3% | $13,212-96.6% | $11,409-96.1% |