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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 | $4,640 | $111,878-95.9% | $93,727-95.0% | $145,897-96.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 3.06% | 204.28%-201.2pp | 133.83%-130.8pp | 552.29%-549.2pp |
| Employer contribution / active EE | $187 | $3,092-94.0% | $2,421-92.3% | $4,663-96.0% |
| Participant deferral / active EE | $4,084 | $4,920-17.0% | $4,417-7.5% | $6,689-38.9% |
| Admin fee / account holder | $126,459 | $10,256+1133.0% | $8,292+1425.1% | $13,390+844.4% |