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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $7,624 | $111,785-93.2% | $93,669-91.9% | $145,877-94.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 15.89% | 203.79%-187.9pp | 133.59%-117.7pp | 551.28%-535.4pp |
| Employer contribution / active EE | $764 | $3,096-75.3% | $2,424-68.5% | $4,663-83.6% |
| Participant deferral / active EE | $857 | $4,919-82.6% | $4,416-80.6% | $6,691-87.2% |
| Admin fee / account holder | $50,450 | $10,256+391.9% | $8,291+508.5% | $13,402+276.4% |