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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 | $82 | $76,608-99.9% | $56,077-99.9% | $145,877-99.9% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | -4.40% | 3009.59%-3014.0pp | 1709.28%-1713.7pp | 551.28%-555.7pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $226 | $2,624-91.4% | $1,954-88.5% | $6,691-96.6% |
| Admin fee / account holder | $2,855 | $3,325-14.1% | $2,825+1.1% | $13,402-78.7% |