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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 | $8,504 | $201,370-95.8% | $184,256-95.4% | $145,897-94.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 47.30% | 29.05%+18.2pp | 28.85%+18.5pp | 552.29%-505.0pp |
| Employer contribution / active EE | $1,300 | $7,024-81.5% | $6,427-79.8% | $4,663-72.1% |
| Participant deferral / active EE | $3,739 | $9,808-61.9% | $9,133-59.1% | $6,689-44.1% |
| Admin fee / account holder | $6,224 | $16,364-62.0% | $13,899-55.2% | $13,390-53.5% |