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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 | $1,456 | $96,361-98.5% | $80,607-98.2% | $139,456-99.0% |
| Participation rate | 41.7% | 73.6%-32.0pp | 67.0%-25.3pp | 80.3%-38.7pp |
| Annual return | -1.06% | 1350.95%-1352.0pp | 936.11%-937.2pp | 373.45%-374.5pp |
| Employer contribution / active EE | $257 | $3,262-92.1% | $2,724-90.6% | $4,753-94.6% |
| Participant deferral / active EE | $1,457 | $5,232-72.1% | $4,448-67.2% | $6,711-78.3% |
| Admin fee / account holder | $8,238 | $6,601+24.8% | $5,379+53.1% | $11,407-27.8% |