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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 | $845 | $123,155-99.3% | $108,753-99.2% | $155,188-99.5% |
| Participation rate | 0.0% | 75.6%-75.6pp | 71.1%-71.1pp | 80.8%-80.8pp |
| Annual return | 36.42% | 44.73%-8.3pp | 37.47%-1.1pp | 148.84%-112.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,569 | $4,623-22.8% | $4,115-13.3% | $6,531-45.3% |
| Admin fee / account holder | $107,384 | $12,126+785.5% | $10,320+940.6% | $14,480+641.6% |