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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 | $1,660 | $29,733-94.4% | $56,025-97.0% | $80,959-97.9% |
| Participation rate | 13.9% | 41.7%-27.8pp | 52.5%-38.6pp | 67.7%-53.8pp |
| Annual return | 6.59% | 35.28%-28.7pp | 1712.69%-1706.1pp | 35.67%-29.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $236 | $1,229-80.8% | $1,955-88.0% | $4,300-94.5% |
| Admin fee / account holder | $3,111 | $2,434+27.8% | $2,828+10.0% | $6,925-55.1% |