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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 | $95 | $88,754-99.9% | $81,820-99.9% | $145,877-99.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -488.57% | 1031.77%-1520.3pp | 777.93%-1266.5pp | 551.28%-1039.8pp |
| Employer contribution / active EE | $300 | $3,085-90.3% | $2,915-89.7% | $4,663-93.6% |
| Participant deferral / active EE | $750 | $4,648-83.9% | $4,323-82.6% | $6,691-88.8% |
| Admin fee / account holder | $2,620 | $8,424-68.9% | $7,391-64.5% | $13,402-80.5% |