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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 | $4,623 | $96,691-95.2% | $86,656-94.7% | $139,487-96.7% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 4.47% | 106.87%-102.4pp | 593.09%-588.6pp | 373.84%-369.4pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,457 | $4,838-49.2% | $4,439-44.7% | $6,713-63.4% |
| Admin fee / account holder | $14,800 | $6,414+130.7% | $5,619+163.4% | $11,407+29.7% |