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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 | $16,650 | $185,883-91.0% | $170,043-90.2% | $139,466-88.1% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 19.70% | 60.54%-40.8pp | 53.40%-33.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $18,086 | $11,626+55.6% | $10,410+73.7% | $6,712+169.5% |
| Admin fee / account holder | $41,590 | $15,393+170.2% | $12,824+224.3% | $11,409+264.5% |