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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 | $12,205 | $135,956-91.0% | $123,894-90.1% | $273,972-95.5% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 21.42% | 56.63%-35.2pp | 47.52%-26.1pp | 41.46%-20.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,304 | $6,343-63.7% | $5,984-61.5% | $5,287-56.4% |
| Admin fee / account holder | $1,638 | $9,817-83.3% | $8,357-80.4% | $10,133-83.8% |