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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 | $605 | $29,319-97.9% | $52,425-98.8% | $82,448-99.3% |
| Participation rate | 58.8% | 46.9%+12.0pp | 55.6%+3.2pp | 68.1%-9.2pp |
| Annual return | -2.57% | 535.20%-537.8pp | 302.12%-304.7pp | 41.64%-44.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $320 | $1,171-72.7% | $1,790-82.2% | $4,139-92.3% |
| Admin fee / account holder | $1,583 | $1,962-19.3% | $2,495-36.6% | $7,234-78.1% |