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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 | $189 | $76,522-99.8% | $56,033-99.7% | $145,884-99.9% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 36.73% | 3014.28%-2977.5pp | 1711.38%-1674.6pp | 551.85%-515.1pp |
| Employer contribution / active EE | $10 | $1,382-99.3% | $1,041-99.0% | $4,662-99.8% |
| Participant deferral / active EE | $815 | $2,624-68.9% | $1,954-58.3% | $6,690-87.8% |
| Admin fee / account holder | $2,956 | $3,328-11.2% | $2,827+4.6% | $13,392-77.9% |