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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 | $13,466 | $75,832-82.2% | $147,618-90.9% | $59,633-77.4% |
| Participation rate | 0.0% | 71.6%-71.6pp | 84.6%-84.6pp | 68.7%-68.7pp |
| Annual return | -1.44% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $155 | $3,485-95.6% | $5,565-97.2% | $2,203-93.0% |
| Participant deferral / active EE | $1,554 | $3,131-50.4% | $4,895-68.2% | $3,192-51.3% |
| Admin fee / account holder | $629 | $5,986-89.5% | $11,612-94.6% | $4,297-85.4% |