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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 | $125,190-94.3% | $105,624-93.2% | $145,897-95.1% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 4.26% | 225.22%-221.0pp | 116.20%-111.9pp | 552.29%-548.0pp |
| Employer contribution / active EE | $615 | $3,720-83.5% | $3,168-80.6% | $4,663-86.8% |
| Participant deferral / active EE | $2,666 | $5,716-53.4% | $5,013-46.8% | $6,689-60.1% |
| Admin fee / account holder | $366,701 | $17,138+2039.7% | $10,961+3245.4% | $13,390+2638.5% |