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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 | $690 | $51,638-98.7% | $68,368-99.0% | $82,448-99.2% |
| Participation rate | 0.0% | 63.6%-63.6pp | 73.8%-73.8pp | 68.1%-68.1pp |
| Annual return | 13.43% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $17 | $2,047-99.2% | $2,649-99.4% | $2,551-99.3% |
| Participant deferral / active EE | $986 | $2,914-66.1% | $4,123-76.1% | $4,139-76.2% |
| Admin fee / account holder | $28,479 | $4,643+513.3% | $5,150+453.0% | $7,234+293.7% |