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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 | $1,372 | $160,028-99.1% | $147,080-99.1% | $145,884-99.1% |
| Participation rate | 9.1% | 84.0%-74.9pp | 82.2%-73.1pp | 80.3%-71.2pp |
| Annual return | 5.15% | 98.60%-93.4pp | 420.17%-415.0pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,017 | $5,286-80.8% | $4,933-79.4% | $4,662-78.2% |
| Participant deferral / active EE | $4,980 | $8,422-40.9% | $8,066-38.3% | $6,690-25.6% |
| Admin fee / account holder | $127,798 | $15,030+750.3% | $12,989+883.9% | $13,392+854.3% |