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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 | $14,892 | $181,896-91.8% | $156,551-90.5% | $273,972-94.6% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,681 | $5,550+2.4% | $4,871+16.6% | $5,287+7.4% |
| Admin fee / account holder | $339,700 | $15,560+2083.1% | $13,028+2507.4% | $10,133+3252.5% |