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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 | $17,052 | $87,834-80.6% | $133,975-87.3% | $62,881-72.9% |
| Participation rate | 0.0% | 83.4%-83.4pp | 87.1%-87.1pp | 69.3%-69.3pp |
| Annual return | 8.69% | 12.05%-3.4pp | 29.29%-20.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,065 | $4,812+67.6% | $6,282+28.4% | $3,203+151.8% |
| Admin fee / account holder | $652 | $5,372-87.9% | $9,324-93.0% | $4,296-84.8% |