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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 | $13,135 | $289,211-95.5% | $260,467-95.0% | $198,609-93.4% |
| Participation rate | 0.0% | 83.1%-83.1pp | 80.5%-80.5pp | 82.4%-82.4pp |
| Annual return | 2.83% | 112.90%-110.1pp | 100.60%-97.8pp | 202.70%-199.9pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $31,000 | $6,812+355.1% | $6,319+390.6% | $6,977+344.3% |
| Admin fee / account holder | $29,518 | $16,236+81.8% | $15,461+90.9% | $19,030+55.1% |