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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 | $861 | $29,736-97.1% | $56,033-98.5% | $80,935-98.9% |
| Participation rate | 48.9% | 41.7%+7.2pp | 52.5%-3.6pp | 67.7%-18.8pp |
| Annual return | 1.66% | 35.28%-33.6pp | 1711.38%-1709.7pp | 35.66%-34.0pp |
| Employer contribution / active EE | $11 | $671-98.3% | $1,041-98.9% | $2,757-99.6% |
| Participant deferral / active EE | $277 | $1,228-77.4% | $1,954-85.8% | $4,299-93.6% |
| Admin fee / account holder | $442 | $2,434-81.8% | $2,827-84.4% | $6,924-93.6% |