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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 | $7,299 | $199,109-96.3% | $173,730-95.8% | $154,746-95.3% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 15.11% | 20.02%-4.9pp | 19.96%-4.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,739 | $7,113-19.3% | $6,326-9.3% | $6,730-14.7% |
| Admin fee / account holder | $7,349 | $20,916-64.9% | $17,523-58.1% | $14,365-48.8% |