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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 | $132,634-90.8% | $115,768-89.5% | $137,256-91.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 15.94% | 160.70%-144.8pp | 100.46%-84.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $479 | $3,360-85.7% | $2,940-83.7% | $4,156-88.5% |
| Participant deferral / active EE | $3,401 | $5,619-39.5% | $4,917-30.8% | $6,407-46.9% |
| Admin fee / account holder | $1,772 | $15,028-88.2% | $12,439-85.8% | $12,270-85.6% |