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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 | $2,071 | $139,948-98.5% | $121,663-98.3% | $154,746-98.7% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 10.96% | 230.52%-219.6pp | 147.54%-136.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,931 | $5,629-30.2% | $4,887-19.6% | $6,730-41.6% |
| Admin fee / account holder | $114,539 | $17,321+561.3% | $14,289+701.6% | $14,365+697.3% |