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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 | $3,181 | $110,337-97.1% | $102,383-96.9% | $145,877-97.8% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 7.31% | 24.83%-17.5pp | 24.94%-17.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $534 | $4,216-87.3% | $3,870-86.2% | $4,663-88.5% |
| Participant deferral / active EE | $2,015 | $5,621-64.1% | $5,060-60.2% | $6,691-69.9% |
| Admin fee / account holder | $21,738 | $9,750+123.0% | $8,391+159.1% | $13,402+62.2% |