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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 | $17,862 | $81,504-78.1% | $102,437-82.6% | $80,959-77.9% |
| Participation rate | 0.0% | 66.9%-66.9pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 50.36% | 25.60%+24.8pp | 24.95%+25.4pp | 35.67%+14.7pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,383 | $3,871+13.2% | $5,060-13.4% | $4,300+1.9% |
| Admin fee / account holder | $2,904 | $6,719-56.8% | $8,388-65.4% | $6,925-58.1% |