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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 | $13,135 | $208,088-93.7% | $186,193-92.9% | $154,746-91.5% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | 80.7%-80.7pp |
| Annual return | 2.83% | 89.97%-87.1pp | 78.03%-75.2pp | 172.34%-169.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $31,000 | $7,078+338.0% | $6,513+376.0% | $6,730+360.6% |
| Admin fee / account holder | $29,518 | $11,698+152.3% | $11,058+166.9% | $14,365+105.5% |