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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 | $10,772 | $124,980-91.4% | $108,359-90.1% | $154,746-93.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 13.74% | 45.00%-31.3pp | 36.89%-23.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,406 | $4,743+35.1% | $4,137+54.8% | $6,730-4.8% |
| Admin fee / account holder | $35,229 | $11,502+206.3% | $9,741+261.7% | $14,365+145.2% |