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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 | $10,657 | $160,028-93.3% | $147,080-92.8% | $145,884-92.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 24.34% | 98.60%-74.3pp | 420.17%-395.8pp | 551.85%-527.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,788 | $8,422+16.2% | $8,066+21.3% | $6,690+46.3% |
| Admin fee / account holder | $690 | $15,030-95.4% | $12,989-94.7% | $13,392-94.8% |