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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 | $693 | $96,361-99.3% | $80,607-99.1% | $139,456-99.5% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 4.55% | 1350.95%-1346.4pp | 936.11%-931.6pp | 373.45%-368.9pp |
| Employer contribution / active EE | $368 | $3,262-88.7% | $2,724-86.5% | $4,753-92.3% |
| Participant deferral / active EE | $1,156 | $5,232-77.9% | $4,448-74.0% | $6,711-82.8% |
| Admin fee / account holder | $17,242 | $6,601+161.2% | $5,379+220.5% | $11,407+51.1% |