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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 | $159,978-93.7% | $147,041-93.2% | $145,978-93.1% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $839 | $5,288-84.1% | $4,935-83.0% | $4,662-82.0% |
| Participant deferral / active EE | $3,637 | $8,429-56.9% | $8,071-54.9% | $6,690-45.6% |
| Admin fee / account holder | $958 | $15,053-93.6% | $13,006-92.6% | $13,400-92.9% |