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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 | $1,217 | $110,039-98.9% | $97,260-98.7% | $145,884-99.2% |
| Participation rate | 69.6% | 75.9%-6.4pp | 72.7%-3.1pp | 80.3%-10.7pp |
| Annual return | 7.07% | 244.44%-237.4pp | 75.54%-68.5pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,002 | $4,674-78.6% | $4,262-76.5% | $6,690-85.0% |
| Admin fee / account holder | $542 | $6,204-91.3% | $5,640-90.4% | $13,392-96.0% |