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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 | $50 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 2.04% | 74.59%-72.5pp | 66.58%-64.5pp | 220.34%-218.3pp |
| Employer contribution / active EE | $28,532 | $4,804+493.9% | $4,554+526.5% | $4,156+586.5% |
| Participant deferral / active EE | $2,350 | $8,216-71.4% | $7,897-70.2% | $6,407-63.3% |
| Admin fee / account holder | $10,376,628 | $14,344+72243.4% | $13,129+78935.9% | $12,270+84468.0% |