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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 | $408 | $114,119-99.6% | $107,187-99.6% | $138,895-99.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | 20.79% | 273.21%-252.4pp | 204.55%-183.8pp | 145.39%-124.6pp |
| Employer contribution / active EE | $171 | $4,059-95.8% | $3,782-95.5% | $4,194-95.9% |
| Participant deferral / active EE | $2,898 | $5,538-47.7% | $5,096-43.1% | $6,396-54.7% |
| Admin fee / account holder | $111,179 | $10,024+1009.2% | $9,162+1113.4% | $12,562+785.0% |