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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 | $115,225-99.3% | $100,712-99.2% | $138,895-99.4% |
| Participation rate | 0.0% | 74.3%-74.3pp | 69.3%-69.3pp | 79.9%-79.9pp |
| Annual return | 36.42% | 40.35%-3.9pp | 33.27%+3.1pp | 145.39%-109.0pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,569 | $4,699-24.0% | $4,085-12.6% | $6,396-44.2% |
| Admin fee / account holder | $107,384 | $10,844+890.3% | $9,256+1060.1% | $12,562+754.8% |