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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 | $12,194 | $139,948-91.3% | $121,663-90.0% | $154,746-92.1% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 15.94% | 230.52%-214.6pp | 147.54%-131.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $479 | $3,521-86.4% | $3,020-84.1% | $4,379-89.1% |
| Participant deferral / active EE | $3,401 | $5,629-39.6% | $4,887-30.4% | $6,730-49.5% |
| Admin fee / account holder | $1,772 | $17,321-89.8% | $14,289-87.6% | $14,365-87.7% |