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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 | $0 | $198,457-100.0% | $170,435-100.0% | $147,586-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | -40.74% | 257.30%-298.0pp | 205.94%-246.7pp | 578.59%-619.3pp |
| Employer contribution / active EE | $304 | $6,183-95.1% | $5,432-94.4% | $4,876-93.8% |
| Participant deferral / active EE | $5,841 | $5,629+3.8% | $4,939+18.2% | $5,439+7.4% |
| Admin fee / account holder | $22,905 | $16,852+35.9% | $13,881+65.0% | $10,886+110.4% |