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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 | $747 | $67,823-98.9% | $52,425-98.6% | $137,256-99.5% |
| Participation rate | 36.8% | 63.9%-27.1pp | 55.6%-18.8pp | 80.0%-43.1pp |
| Annual return | -10.74% | 219.11%-229.8pp | 302.12%-312.9pp | 220.34%-231.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $255 | $2,288-88.8% | $1,790-85.7% | $6,407-96.0% |
| Admin fee / account holder | $426 | $2,844-85.0% | $2,495-82.9% | $12,270-96.5% |