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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 | $18,302 | $228,352-92.0% | $185,835-90.2% | $158,966-88.5% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 2.29% | 40.81%-38.5pp | 35.96%-33.7pp | 302.95%-300.7pp |
| Employer contribution / active EE | $60 | $4,967-98.8% | $4,087-98.5% | $4,762-98.7% |
| Participant deferral / active EE | $1,875 | $6,416-70.8% | $5,633-66.7% | $5,983-68.7% |
| Admin fee / account holder | $90,454 | $11,867+662.3% | $9,502+852.0% | $11,250+704.0% |