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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 | $6,690 | $81,358-91.8% | $155,556-95.7% | $80,959-91.7% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 16.88% | 33.39%-16.5pp | 64.84%-48.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $120 | $3,106-96.1% | $4,675-97.4% | $2,757-95.6% |
| Participant deferral / active EE | $1,844 | $3,455-46.6% | $5,631-67.2% | $4,300-57.1% |
| Admin fee / account holder | $764 | $7,994-90.4% | $15,885-95.2% | $6,925-89.0% |