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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 | $614 | $108,212-99.4% | $77,513-99.2% | $158,966-99.6% |
| Participation rate | 44.4% | 64.4%-20.0pp | 54.2%-9.7pp | 82.0%-37.5pp |
| Annual return | -61.89% | 31.67%-93.6pp | 54.81%-116.7pp | 302.95%-364.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $358 | $2,455-85.4% | $1,861-80.8% | $5,983-94.0% |
| Admin fee / account holder | $434 | $3,709-88.3% | $2,859-84.8% | $11,250-96.1% |