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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 | $266 | $102,595-99.7% | $94,057-99.7% | $154,746-99.8% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 819.09% | 583.42%+235.7pp | 480.62%+338.5pp | 172.34%+646.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,875 | $5,118+14.8% | $4,709+24.8% | $6,730-12.7% |
| Admin fee / account holder | $25,494 | $7,736+229.6% | $7,244+251.9% | $14,365+77.5% |