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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 | $1,175 | $27,943-95.8% | $58,507-98.0% | $75,177-98.4% |
| Participation rate | 18.2% | 38.8%-20.7pp | 50.9%-32.7pp | 67.2%-49.0pp |
| Annual return | 6.55% | 44.22%-37.7pp | 4252.32%-4245.8pp | 160.75%-154.2pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $276 | $1,202-77.1% | $1,922-85.7% | $4,126-93.3% |
| Admin fee / account holder | $343 | $1,727-80.1% | $2,486-86.2% | $5,651-93.9% |