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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 | $64,920-98.9% | $103,693-99.3% | $86,983-99.2% |
| Participation rate | 0.0% | 63.6%-63.6pp | 72.6%-72.6pp | 69.5%-69.5pp |
| Annual return | 13.43% | 30.29%-16.9pp | 47.61%-34.2pp | 25.83%-12.4pp |
| Employer contribution / active EE | $17 | $2,141-99.2% | $2,920-99.4% | $2,584-99.3% |
| Participant deferral / active EE | $986 | $3,241-69.6% | $4,579-78.5% | $4,194-76.5% |
| Admin fee / account holder | $28,479 | $6,191+360.0% | $7,858+262.4% | $7,856+262.5% |