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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 | $29,716-94.4% | $56,077-97.0% | $80,925-97.9% |
| Participation rate | 13.9% | 41.7%-27.8pp | 52.5%-38.6pp | 67.7%-53.8pp |
| Annual return | 6.59% | 35.30%-28.7pp | 1709.28%-1702.7pp | 35.65%-29.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $236 | $1,228-80.8% | $1,954-87.9% | $4,299-94.5% |
| Admin fee / account holder | $3,111 | $2,432+27.9% | $2,825+10.1% | $6,940-55.2% |