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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 | $15 | $202,342-100.0% | $172,753-100.0% | $152,909-100.0% |
| Participation rate | 35.3% | 87.1%-51.8pp | 82.6%-47.4pp | 82.5%-47.2pp |
| Annual return | -113.49% | 1029.88%-1143.4pp | 803.00%-916.5pp | 345.46%-459.0pp |
| Employer contribution / active EE | $532 | $5,857-90.9% | $5,144-89.7% | $4,764-88.8% |
| Participant deferral / active EE | $2,611 | $5,948-56.1% | $5,198-49.8% | $5,851-55.4% |
| Admin fee / account holder | $380 | $17,112-97.8% | $13,956-97.3% | $11,601-96.7% |