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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 | $177,595-93.1% | $148,496-91.8% | $198,609-93.9% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.0%-76.0pp | 82.4%-82.4pp |
| Annual return | 15.94% | 9.97%+6.0pp | 12.33%+3.6pp | 202.70%-186.8pp |
| Employer contribution / active EE | $479 | $4,098-88.3% | $3,497-86.3% | $5,055-90.5% |
| Participant deferral / active EE | $3,401 | $5,539-38.6% | $4,808-29.3% | $6,977-51.2% |
| Admin fee / account holder | $1,772 | $27,010-93.4% | $19,547-90.9% | $19,030-90.7% |