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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 | $14,499 | $180,462-92.0% | $154,111-90.6% | $135,379-89.3% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -4.30% | 888.17%-892.5pp | 735.18%-739.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,168 | $5,806-45.4% | $5,081-37.6% | $5,609-43.5% |
| Admin fee / account holder | $3,444 | $16,145-78.7% | $13,411-74.3% | $10,828-68.2% |