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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 | $1,758 | $108,685-98.4% | $74,719-97.6% | $152,885-98.9% |
| Participation rate | 0.0% | 65.3%-65.3pp | 54.5%-54.5pp | 82.5%-82.5pp |
| Annual return | 14.33% | 114.09%-99.8pp | 753.05%-738.7pp | 345.39%-331.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $910 | $2,712-66.4% | $1,963-53.7% | $5,851-84.4% |
| Admin fee / account holder | $11,339 | $4,905+131.2% | $3,334+240.1% | $11,598-2.2% |