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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 | $10,153 | $211,224-95.2% | $178,505-94.3% | $145,897-93.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | -7.63% | 30.28%-37.9pp | 27.16%-34.8pp | 552.29%-559.9pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,742 | $6,966-75.0% | $6,280-72.3% | $6,689-74.0% |
| Admin fee / account holder | $821 | $12,109-93.2% | $10,428-92.1% | $13,390-93.9% |