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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 | $111,785-95.8% | $93,669-95.0% | $145,877-96.8% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 3.06% | 203.79%-200.7pp | 133.59%-130.5pp | 551.28%-548.2pp |
| Employer contribution / active EE | $187 | $3,096-94.0% | $2,424-92.3% | $4,663-96.0% |
| Participant deferral / active EE | $4,084 | $4,919-17.0% | $4,416-7.5% | $6,691-39.0% |
| Admin fee / account holder | $126,459 | $10,256+1133.1% | $8,291+1425.2% | $13,402+843.6% |