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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 | $384 | $70,532-99.5% | $68,948-99.4% | $137,256-99.7% |
| Participation rate | 0.0% | 81.0%-81.0pp | 79.2%-79.2pp | 80.0%-80.0pp |
| Annual return | 12.12% | 32.56%-20.4pp | 28.39%-16.3pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,404 | $6,773-49.7% | $6,186-45.0% | $6,407-46.9% |
| Admin fee / account holder | $50,099 | $7,916+532.9% | $7,539+564.6% | $12,270+308.3% |