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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 | $8,176 | $166,131-95.1% | $164,975-95.0% | $145,877-94.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 10.04% | 100.37%-90.3pp | 70.12%-60.1pp | 551.28%-541.2pp |
| Employer contribution / active EE | $883 | $5,276-83.3% | $4,343-79.7% | $4,663-81.1% |
| Participant deferral / active EE | $4,158 | $6,962-40.3% | $6,033-31.1% | $6,691-37.9% |
| Admin fee / account holder | $1,674 | $16,648-89.9% | $12,688-86.8% | $13,402-87.5% |