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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 | $654 | $72,071-99.1% | $68,368-99.0% | $137,256-99.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 11.02% | 353.14%-342.1pp | 292.57%-281.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $371 | $2,788-86.7% | $2,649-86.0% | $4,156-91.1% |
| Participant deferral / active EE | $990 | $4,410-77.5% | $4,123-76.0% | $6,407-84.5% |
| Admin fee / account holder | $1,074 | $5,336-79.9% | $5,150-79.1% | $12,270-91.2% |