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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 | $2,983 | $114,130-97.4% | $96,192-96.9% | $167,553-98.2% |
| Participation rate | 0.0% | 75.1%-75.1pp | 68.4%-68.4pp | 82.1%-82.1pp |
| Annual return | 14.68% | 190.07%-175.4pp | 192.09%-177.4pp | 478.89%-464.2pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,364 | $5,198-73.7% | $4,351-68.6% | $6,343-78.5% |
| Admin fee / account holder | $11,115 | $6,901+61.0% | $5,539+100.6% | $12,316-9.8% |