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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 | $1,631 | $150,447-98.9% | $136,298-98.8% | $147,586-98.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 17.70% | 1049.15%-1031.5pp | 5156.27%-5138.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,410 | $6,631-63.7% | $6,247-61.4% | $5,439-55.7% |
| Admin fee / account holder | $253,521 | $10,906+2224.6% | $9,244+2642.6% | $10,886+2228.9% |