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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 | $18,332 | $150,446-87.8% | $136,297-86.6% | $147,585-87.6% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 12.69% | 1049.14%-1036.5pp | 5156.19%-5143.5pp | 578.58%-565.9pp |
| Employer contribution / active EE | $791 | $5,256-85.0% | $4,696-83.2% | $4,876-83.8% |
| Participant deferral / active EE | $4,471 | $6,631-32.6% | $6,247-28.4% | $5,439-17.8% |
| Admin fee / account holder | $10,792 | $10,906-1.0% | $9,244+16.7% | $10,886-0.9% |