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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,144 | $125,237-94.3% | $105,608-93.2% | $145,877-95.1% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 4.26% | 225.76%-221.5pp | 116.50%-112.2pp | 551.28%-547.0pp |
| Employer contribution / active EE | $615 | $3,720-83.5% | $3,167-80.6% | $4,663-86.8% |
| Participant deferral / active EE | $2,666 | $5,711-53.3% | $5,010-46.8% | $6,691-60.2% |
| Admin fee / account holder | $366,701 | $17,287+2021.2% | $11,028+3225.1% | $13,402+2636.1% |