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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 | $478 | $183,592-99.7% | $155,567-99.7% | $145,959-99.7% |
| Participation rate | 10.0% | 82.7%-72.7pp | 78.2%-68.2pp | 80.3%-70.3pp |
| Annual return | 6.53% | 61.24%-54.7pp | 64.74%-58.2pp | 561.95%-555.4pp |
| Employer contribution / active EE | $367 | $5,315-93.1% | $4,674-92.1% | $4,661-92.1% |
| Participant deferral / active EE | $3,260 | $6,464-49.6% | $5,628-42.1% | $6,689-51.3% |
| Admin fee / account holder | $580,583 | $19,318+2905.4% | $15,916+3547.7% | $13,398+4233.4% |