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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 | $1,688 | $126,113-98.7% | $116,096-98.5% | $155,188-98.9% |
| Participation rate | 0.0% | 75.1%-75.1pp | 73.3%-73.3pp | 80.8%-80.8pp |
| Annual return | 29.44% | 391.72%-362.3pp | 326.25%-296.8pp | 148.84%-119.4pp |
| Employer contribution / active EE | $43 | $2,672-98.4% | $2,503-98.3% | $4,248-99.0% |
| Participant deferral / active EE | $5,699 | $4,162+36.9% | $3,952+44.2% | $6,531-12.7% |
| Admin fee / account holder | $5,860 | $8,045-27.2% | $7,704-23.9% | $14,480-59.5% |