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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 | $4,215 | $97,732-95.7% | $83,831-95.0% | $135,380-96.9% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -4.01% | 1287.56%-1291.6pp | 850.99%-855.0pp | 519.81%-523.8pp |
| Employer contribution / active EE | $620 | $4,222-85.3% | $3,631-82.9% | $4,779-87.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $520 | $6,675-92.2% | $5,479-90.5% | $10,828-95.2% |