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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 | $5,182 | $63,953-91.9% | $54,726-90.5% | $135,380-96.2% |
| Participation rate | 0.0% | 84.9%-84.9pp | 79.1%-79.1pp | 82.6%-82.6pp |
| Annual return | 0.07% | -5.77%+5.8pp | -4.56%+4.6pp | 519.81%-519.7pp |
| Employer contribution / active EE | $0 | $4,256-100.0% | $3,449-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,845 | $4,810-61.6% | $3,953-53.3% | $5,609-67.1% |
| Admin fee / account holder | $10,634 | $4,567+132.8% | $3,818+178.6% | $10,828-1.8% |