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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 | $23,846 | $180,466-86.8% | $154,114-84.5% | $135,382-82.4% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -6.78% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.6pp |
| Employer contribution / active EE | $562 | $6,035-90.7% | $5,298-89.4% | $4,779-88.2% |
| Participant deferral / active EE | $2,808 | $5,806-51.6% | $5,081-44.7% | $5,609-49.9% |
| Admin fee / account holder | $4,992 | $16,144-69.1% | $13,411-62.8% | $10,829-53.9% |