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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 | $10,483 | $180,459-94.2% | $154,108-93.2% | $135,380-92.3% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -1.64% | 888.21%-889.8pp | 735.21%-736.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,600 | $5,806-55.2% | $5,081-48.8% | $5,609-53.6% |
| Admin fee / account holder | $12,511 | $16,145-22.5% | $13,411-6.7% | $10,828+15.5% |