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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 | $758 | $51,207-98.5% | $70,565-98.9% | $75,177-99.0% |
| Participation rate | 28.0% | 61.0%-33.0pp | 68.4%-40.4pp | 67.2%-39.2pp |
| Annual return | 1.30% | 30.05%-28.8pp | 32.79%-31.5pp | 160.75%-159.5pp |
| Employer contribution / active EE | $222 | $1,826-87.8% | $2,976-92.5% | $2,671-91.7% |
| Participant deferral / active EE | $1,416 | $2,850-50.3% | $4,568-69.0% | $4,126-65.7% |
| Admin fee / account holder | $20,858 | $4,097+409.1% | $6,430+224.4% | $5,651+269.1% |