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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 | $516 | $96,678-99.5% | $86,640-99.4% | $139,466-99.6% |
| Participation rate | 69.2% | 74.4%-5.2pp | 71.7%-2.5pp | 80.3%-11.1pp |
| Annual return | 5.99% | 106.69%-100.7pp | 592.52%-586.5pp | 373.66%-367.7pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,083 | $4,837-77.6% | $4,438-75.6% | $6,712-83.9% |
| Admin fee / account holder | $1,291 | $6,410-79.9% | $5,616-77.0% | $11,409-88.7% |