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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 | $12,127 | $90,486-86.6% | $78,676-84.6% | $273,972-95.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 9.04% | 75.62%-66.6pp | 62.19%-53.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,177 | $3,901-18.6% | $3,517-9.7% | $5,287-39.9% |
| Admin fee / account holder | $390 | $5,263-92.6% | $4,510-91.3% | $10,133-96.1% |