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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $4,113 | $138,312-97.0% | $122,979-96.7% | $155,188-97.3% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | -1.35% | 22.06%-23.4pp | 20.12%-21.5pp | 148.84%-150.2pp |
| Employer contribution / active EE | $61,700 | $3,530+1647.7% | $3,062+1914.8% | $4,248+1352.5% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $339,445 | $15,089+2149.6% | $12,864+2538.7% | $14,480+2244.3% |