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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 | $5,462 | $100,805-94.6% | $86,698-93.7% | $134,532-95.9% |
| Participation rate | 0.0% | 79.0%-79.0pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -13.33% | 29.09%-42.4pp | 35.95%-49.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $443 | $3,490-87.3% | $2,837-84.4% | $4,741-90.7% |
| Participant deferral / active EE | $1,771 | $5,339-66.8% | $4,656-62.0% | $6,401-72.3% |
| Admin fee / account holder | $11,545 | $10,925+5.7% | $7,493+54.1% | $11,429+1.0% |