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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 | $6,876 | $93,617-92.7% | $135,982-94.9% | $75,177-90.9% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 67.2%-67.2pp |
| Annual return | 28.56% | 30.89%-2.3pp | 68.32%-39.8pp | 160.75%-132.2pp |
| Employer contribution / active EE | $87 | $3,538-97.5% | $4,859-98.2% | $2,671-96.7% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,563 | $6,980-34.6% | $10,767-57.6% | $5,651-19.3% |