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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 | $63 | $81,331-99.9% | $155,534-100.0% | $80,935-99.9% |
| Participation rate | 21.2% | 66.3%-45.0pp | 78.2%-57.0pp | 67.7%-46.4pp |
| Annual return | -145.48% | 33.37%-178.8pp | 64.92%-210.4pp | 35.66%-181.1pp |
| Employer contribution / active EE | $130 | $3,105-95.8% | $4,675-97.2% | $2,757-95.3% |
| Participant deferral / active EE | $1,136 | $3,454-67.1% | $5,630-79.8% | $4,299-73.6% |
| Admin fee / account holder | $343 | $7,999-95.7% | $15,900-97.8% | $6,924-95.0% |