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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 | $212 | $114,013-99.8% | $103,693-99.8% | $155,188-99.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 0.38% | 49.31%-48.9pp | 47.61%-47.2pp | 148.84%-148.5pp |
| Employer contribution / active EE | $110 | $3,131-96.5% | $2,920-96.2% | $4,248-97.4% |
| Participant deferral / active EE | $1,339 | $4,970-73.1% | $4,579-70.8% | $6,531-79.5% |
| Admin fee / account holder | $9,203 | $8,407+9.5% | $7,858+17.1% | $14,480-36.4% |