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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 | $1,258 | $106,267-98.8% | $96,520-98.7% | $139,456-99.1% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 1.63% | 38.45%-36.8pp | 35.72%-34.1pp | 373.45%-371.8pp |
| Employer contribution / active EE | $38 | $4,105-99.1% | $3,739-99.0% | $4,753-99.2% |
| Participant deferral / active EE | $1,496 | $5,454-72.6% | $4,879-69.3% | $6,711-77.7% |
| Admin fee / account holder | $2,085 | $7,882-73.5% | $6,733-69.0% | $11,407-81.7% |