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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 | $6,255 | $87,132-92.8% | $105,624-94.1% | $80,959-92.3% |
| Participation rate | 0.0% | 70.4%-70.4pp | 75.3%-75.3pp | 67.7%-67.7pp |
| Annual return | 18.35% | 17.03%+1.3pp | 116.20%-97.9pp | 35.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,173 | $3,985-45.5% | $5,013-56.6% | $4,300-49.5% |
| Admin fee / account holder | $494 | $8,449-94.1% | $10,961-95.5% | $6,925-92.9% |