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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 | $1,615 | $52,353-96.9% | $120,225-98.7% | $82,448-98.0% |
| Participation rate | 66.7% | 58.3%+8.4pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 11.69% | 61.85%-50.2pp | 439.23%-427.5pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $707 | $2,627-73.1% | $3,999-82.3% | $4,139-82.9% |
| Admin fee / account holder | $700 | $4,363-83.9% | $5,696-87.7% | $7,234-90.3% |