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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 | $10,028 | $159,934-93.7% | $147,005-93.2% | $145,959-93.1% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 0.00% | 98.24%-98.2pp | 418.76%-418.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $839 | $5,287-84.1% | $4,934-83.0% | $4,661-82.0% |
| Participant deferral / active EE | $3,637 | $8,427-56.8% | $8,070-54.9% | $6,689-45.6% |
| Admin fee / account holder | $958 | $15,053-93.6% | $13,006-92.6% | $13,398-92.8% |