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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 | $140 | $149,040-99.9% | $120,225-99.9% | $137,256-99.9% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 22.02% | 605.68%-583.7pp | 439.23%-417.2pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $881 | $4,655-81.1% | $3,999-78.0% | $6,407-86.2% |
| Admin fee / account holder | $11,080 | $6,348+74.5% | $5,696+94.5% | $12,270-9.7% |