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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 | $5,357 | $202,345-97.4% | $172,755-96.9% | $152,885-96.5% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 23.45% | 1029.77%-1006.3pp | 802.94%-779.5pp | 345.39%-321.9pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,228 | $5,948-62.5% | $5,198-57.1% | $5,851-61.9% |
| Admin fee / account holder | $443 | $17,111-97.4% | $13,955-96.8% | $11,598-96.2% |