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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 | $10,119 | $150,446-93.3% | $136,297-92.6% | $147,585-93.1% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 24.79% | 1049.14%-1024.4pp | 5156.19%-5131.4pp | 578.58%-553.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,722 | $6,631-28.8% | $6,247-24.4% | $5,439-13.2% |
| Admin fee / account holder | $18,858 | $10,906+72.9% | $9,244+104.0% | $10,886+73.2% |