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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 | $1,087 | $29,319-96.3% | $52,425-97.9% | $82,448-98.7% |
| Participation rate | 60.0% | 46.9%+13.1pp | 55.6%+4.4pp | 68.1%-8.1pp |
| Annual return | 4.35% | 535.20%-530.9pp | 302.12%-297.8pp | 41.64%-37.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $452 | $1,171-61.4% | $1,790-74.7% | $4,139-89.1% |
| Admin fee / account holder | $351 | $1,962-82.1% | $2,495-85.9% | $7,234-95.2% |