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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 | $10,451 | $154,228-93.2% | $145,433-92.8% | $137,256-92.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 36.16% | 74.59%-38.4pp | 66.58%-30.4pp | 220.34%-184.2pp |
| Employer contribution / active EE | $589 | $4,804-87.7% | $4,554-87.1% | $4,156-85.8% |
| Participant deferral / active EE | $3,141 | $8,216-61.8% | $7,897-60.2% | $6,407-51.0% |
| Admin fee / account holder | $439 | $14,344-96.9% | $13,129-96.7% | $12,270-96.4% |