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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 | $5,568 | $226,135-97.5% | $182,558-97.0% | $152,909-96.4% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | 27.86% | 192.60%-164.7pp | 148.59%-120.7pp | 345.46%-317.6pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,270 | $6,371-80.1% | $5,526-77.0% | $5,851-78.3% |
| Admin fee / account holder | $584 | $10,707-94.5% | $8,594-93.2% | $11,601-95.0% |