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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 | $538 | $212,777-99.7% | $173,703-99.7% | $198,609-99.7% |
| Participation rate | 9.5% | 81.1%-71.5pp | 75.9%-66.4pp | 82.4%-72.9pp |
| Annual return | 0.20% | 18.82%-18.6pp | 17.46%-17.3pp | 202.70%-202.5pp |
| Employer contribution / active EE | $711 | $5,214-86.4% | $4,288-83.4% | $5,055-85.9% |
| Participant deferral / active EE | $1,932 | $5,697-66.1% | $4,854-60.2% | $6,977-72.3% |
| Admin fee / account holder | $919,974 | $19,536+4609.2% | $15,562+5811.7% | $19,030+4734.3% |