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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 | $327 | $104,650-99.7% | $83,854-99.6% | $155,188-99.8% |
| Participation rate | 40.0% | 65.1%-25.1pp | 59.1%-19.1pp | 80.8%-40.8pp |
| Annual return | -20.40% | 28.97%-49.4pp | 31.39%-51.8pp | 148.84%-169.2pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $324 | $2,367-86.3% | $2,035-84.1% | $6,531-95.0% |
| Admin fee / account holder | $531 | $3,518-84.9% | $3,197-83.4% | $14,480-96.3% |