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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 | $10,673 | $124,330-91.4% | $109,173-90.2% | $167,536-93.6% |
| Participation rate | 0.0% | 79.5%-79.5pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 13.60% | 26.04%-12.4pp | 25.75%-12.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $579 | $4,209-86.3% | $3,723-84.5% | $4,839-88.0% |
| Participant deferral / active EE | $2,894 | $5,256-44.9% | $4,654-37.8% | $6,342-54.4% |
| Admin fee / account holder | $1,480 | $7,974-81.4% | $6,755-78.1% | $12,315-88.0% |