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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 | $772 | $27,924-97.2% | $58,544-98.7% | $75,181-99.0% |
| Participation rate | 48.8% | 38.8%+9.9pp | 50.9%-2.1pp | 67.2%-18.4pp |
| Annual return | 13.63% | 44.20%-30.6pp | 4249.56%-4235.9pp | 160.69%-147.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $215 | $1,202-82.1% | $1,923-88.8% | $4,126-94.8% |
| Admin fee / account holder | $450 | $1,726-74.0% | $2,520-82.2% | $5,650-92.0% |