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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 | $11,643 | $78,694-85.2% | $67,652-82.8% | $125,389-90.7% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | 0.34% | 9.46%-9.1pp | 6625.40%-6625.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,304 | $4,292+0.3% | $3,560+20.9% | $5,352-19.6% |
| Admin fee / account holder | $2,394 | $7,403-67.7% | $4,821-50.3% | $9,541-74.9% |