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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 | $10,898 | $87,016-87.5% | $63,244-82.8% | $125,389-91.3% |
| Participation rate | 0.0% | 77.1%-77.1pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | 1.50% | 21.71%-20.2pp | -70.31%+71.8pp | 282.24%-280.7pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,191 | $3,939-69.8% | $2,953-59.7% | $5,352-77.7% |
| Admin fee / account holder | $2,099 | $11,954-82.4% | $5,893-64.4% | $9,541-78.0% |