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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 | $6,396 | $201,372-96.8% | $184,260-96.5% | $145,884-95.6% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 15.45% | 29.04%-13.6pp | 28.84%-13.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,096 | $7,024-84.4% | $6,427-83.0% | $4,662-76.5% |
| Participant deferral / active EE | $3,396 | $9,808-65.4% | $9,133-62.8% | $6,690-49.2% |
| Admin fee / account holder | $12,956 | $16,362-20.8% | $13,898-6.8% | $13,392-3.3% |