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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 | $285 | $65,364-99.6% | $92,909-99.7% | $72,975-99.6% |
| Participation rate | 44.2% | 68.3%-24.1pp | 76.0%-31.8pp | 69.5%-25.3pp |
| Annual return | 14.79% | 42.11%-27.3pp | 109.44%-94.6pp | 81.01%-66.2pp |
| Employer contribution / active EE | $258 | $2,594-90.1% | $3,653-92.9% | $2,440-89.4% |
| Participant deferral / active EE | $1,727 | $3,128-44.8% | $4,238-59.3% | $3,608-52.1% |
| Admin fee / account holder | $69,534 | $4,251+1535.6% | $5,795+1099.9% | $5,124+1257.0% |