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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 | $690 | $49,976-98.6% | $66,674-99.0% | $82,637-99.2% |
| Participation rate | 0.0% | 63.1%-63.1pp | 73.7%-73.7pp | 68.1%-68.1pp |
| Annual return | 13.43% | 39.09%-25.7pp | 321.24%-307.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $17 | $1,988-99.1% | $2,620-99.3% | $2,552-99.3% |
| Participant deferral / active EE | $986 | $2,847-65.3% | $4,084-75.8% | $4,126-76.1% |
| Admin fee / account holder | $28,479 | $4,594+520.0% | $5,098+458.6% | $7,339+288.1% |