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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 | $5,363 | $125,190-95.7% | $105,624-94.9% | $145,897-96.3% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | -6.23% | 225.22%-231.4pp | 116.20%-122.4pp | 552.29%-558.5pp |
| Employer contribution / active EE | $514 | $3,720-86.2% | $3,168-83.8% | $4,663-89.0% |
| Participant deferral / active EE | $2,543 | $5,716-55.5% | $5,013-49.3% | $6,689-62.0% |
| Admin fee / account holder | $848 | $17,138-95.1% | $10,961-92.3% | $13,390-93.7% |