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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 | $309 | $72,177-99.6% | $115,038-99.7% | $59,633-99.5% |
| Participation rate | 55.3% | 72.6%-17.2pp | 81.4%-26.0pp | 68.7%-13.4pp |
| Annual return | -4.14% | 12.02%-16.2pp | 26.14%-30.3pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,025 | $4,783-36.8% | $6,026-49.8% | $3,192-5.2% |
| Admin fee / account holder | $7,057 | $4,927+43.2% | $8,175-13.7% | $4,297+64.2% |