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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $6,743 | $110,278-93.9% | $95,740-93.0% | $139,466-95.2% |
| Participation rate | 0.0% | 75.7%-75.7pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 17.69% | 27.19%-9.5pp | 28.41%-10.7pp | 373.66%-356.0pp |
| Employer contribution / active EE | $391 | $3,260-88.0% | $2,836-86.2% | $4,754-91.8% |
| Participant deferral / active EE | $409 | $4,674-91.3% | $4,244-90.4% | $6,712-93.9% |
| Admin fee / account holder | $11,760 | $6,613+77.8% | $5,676+107.2% | $11,409+3.1% |