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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 | $8,075 | $111,787-92.8% | $93,681-91.4% | $145,978-94.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 7.68% | 203.52%-195.8pp | 133.47%-125.8pp | 550.52%-542.8pp |
| Employer contribution / active EE | $341 | $3,093-89.0% | $2,422-85.9% | $4,662-92.7% |
| Participant deferral / active EE | $2,299 | $4,918-53.2% | $4,415-47.9% | $6,690-65.6% |
| Admin fee / account holder | $477 | $10,256-95.3% | $8,290-94.2% | $13,400-96.4% |