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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 | $16,672 | $125,184-86.7% | $105,607-84.2% | $145,884-88.6% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 12.08% | 225.00%-212.9pp | 116.11%-104.0pp | 551.85%-539.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,208 | $5,714-26.4% | $5,011-16.0% | $6,690-37.1% |
| Admin fee / account holder | $1,468 | $17,133-91.4% | $10,958-86.6% | $13,392-89.0% |