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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 | $197 | $102,938-99.8% | $94,105-99.8% | $138,895-99.9% |
| Participation rate | 0.0% | 74.6%-74.6pp | 71.9%-71.9pp | 79.9%-79.9pp |
| Annual return | 0.00% | 250.28%-250.3pp | 204.55%-204.6pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,148 | $4,196-72.6% | $3,881-70.4% | $6,396-82.1% |
| Admin fee / account holder | $540 | $6,600-91.8% | $6,199-91.3% | $12,562-95.7% |