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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 | $6,540 | $168,636-96.1% | $147,618-95.6% | $125,388-94.8% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | 3925.40% | 77.65%+3847.8pp | 61.98%+3863.4pp | 282.24%+3643.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,794 | $5,507-67.4% | $4,895-63.3% | $5,352-66.5% |
| Admin fee / account holder | $324 | $13,580-97.6% | $11,612-97.2% | $9,541-96.6% |