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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 | $4,639 | $108,897-95.7% | $100,378-95.4% | $145,877-96.8% |
| Participation rate | 0.0% | 83.0%-83.0pp | 81.5%-81.5pp | 80.3%-80.3pp |
| Annual return | 13.79% | 58.17%-44.4pp | 49.41%-35.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,893 | $8,455-30.3% | $8,087-27.1% | $6,691-11.9% |
| Admin fee / account holder | $2,881 | $9,690-70.3% | $7,899-63.5% | $13,402-78.5% |