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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 | $15,091 | $157,829-90.4% | $136,867-89.0% | $198,609-92.4% |
| Participation rate | 0.0% | 77.2%-77.2pp | 74.5%-74.5pp | 82.4%-82.4pp |
| Annual return | 22.95% | 51.25%-28.3pp | 42.97%-20.0pp | 202.70%-179.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,346 | $5,463-57.1% | $4,924-52.4% | $6,977-66.4% |
| Admin fee / account holder | $321 | $11,107-97.1% | $10,340-96.9% | $19,030-98.3% |