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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 | $5,632 | $112,729-95.0% | $98,716-94.3% | $137,256-95.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | -6.15% | 38.48%-44.6pp | 31.81%-38.0pp | 220.34%-226.5pp |
| Employer contribution / active EE | $20 | $2,725-99.3% | $2,279-99.1% | $4,156-99.5% |
| Participant deferral / active EE | $2,863 | $4,640-38.3% | $4,048-29.3% | $6,407-55.3% |
| Admin fee / account holder | $3,518 | $10,129-65.3% | $8,703-59.6% | $12,270-71.3% |