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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 | $19,598 | $136,860-85.7% | $120,344-83.7% | $154,746-87.3% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 13.67% | 21.38%-7.7pp | 20.30%-6.6pp | 172.34%-158.7pp |
| Employer contribution / active EE | $131 | $3,533-96.3% | $3,020-95.7% | $4,379-97.0% |
| Participant deferral / active EE | $2,190 | $5,793-62.2% | $5,135-57.3% | $6,730-67.5% |
| Admin fee / account holder | $1,240 | $15,393-91.9% | $12,742-90.3% | $14,365-91.4% |