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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 | $1,624 | $117,904-98.6% | $102,457-98.4% | $145,978-98.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 3.83% | 31.80%-28.0pp | 29.41%-25.6pp | 550.52%-546.7pp |
| Employer contribution / active EE | $797 | $3,613-78.0% | $3,022-73.6% | $4,662-82.9% |
| Participant deferral / active EE | $1,983 | $5,733-65.4% | $5,054-60.8% | $6,690-70.4% |
| Admin fee / account holder | $236,091 | $13,329+1671.2% | $9,451+2397.9% | $13,400+1661.8% |