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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 | $4,366 | $118,488-96.3% | $98,462-95.6% | $139,487-96.9% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 13.30% | 18.96%-5.7pp | 21.17%-7.9pp | 373.84%-360.5pp |
| Employer contribution / active EE | $507 | $3,611-86.0% | $3,049-83.4% | $4,755-89.3% |
| Participant deferral / active EE | $2,533 | $5,393-53.0% | $4,738-46.5% | $6,713-62.3% |
| Admin fee / account holder | $354 | $13,868-97.4% | $8,875-96.0% | $11,407-96.9% |