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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 | $70,366-99.7% | $66,674-99.7% | $138,895-99.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 0.38% | 386.41%-386.0pp | 321.24%-320.9pp | 145.39%-145.0pp |
| Employer contribution / active EE | $110 | $2,765-96.0% | $2,620-95.8% | $4,194-97.4% |
| Participant deferral / active EE | $1,339 | $4,374-69.4% | $4,084-67.2% | $6,396-79.1% |
| Admin fee / account holder | $9,203 | $5,262+74.9% | $5,098+80.5% | $12,562-26.7% |