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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 | $10,661 | $162,785-93.5% | $133,959-92.0% | $158,950-93.3% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 1.58% | 41.94%-40.4pp | 45.09%-43.5pp | 302.91%-301.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,812 | $5,910-18.6% | $5,047-4.7% | $5,983-19.6% |
| Admin fee / account holder | $95,500 | $11,738+713.6% | $8,928+969.7% | $11,248+749.0% |