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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 | $22,111 | $202,342-89.1% | $172,752-87.2% | $152,897-85.5% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 18.83% | 1029.83%-1011.0pp | 802.97%-784.1pp | 345.43%-326.6pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,380 | $5,948-26.4% | $5,198-15.7% | $5,851-25.1% |
| Admin fee / account holder | $3,783 | $17,111-77.9% | $13,955-72.9% | $11,599-67.4% |