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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 | $161,352-99.7% | $134,172-99.6% | $137,256-99.6% |
| Participation rate | 9.5% | 78.3%-68.8pp | 72.5%-62.9pp | 80.0%-70.4pp |
| Annual return | 0.20% | 28.72%-28.5pp | 25.30%-25.1pp | 220.34%-220.1pp |
| Employer contribution / active EE | $711 | $4,099-82.7% | $3,420-79.2% | $4,156-82.9% |
| Participant deferral / active EE | $1,932 | $5,552-65.2% | $4,690-58.8% | $6,407-69.8% |
| Admin fee / account holder | $919,974 | $15,028+6021.8% | $12,016+7556.3% | $12,270+7397.7% |