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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 | $4,158 | $75,832-94.5% | $147,617-97.2% | $59,633-93.0% |
| Participation rate | 41.5% | 71.6%-30.1pp | 84.6%-43.1pp | 68.7%-27.2pp |
| Annual return | -4.24% | 0.37%-4.6pp | 61.98%-66.2pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $70 | $3,485-98.0% | $5,564-98.7% | $2,203-96.8% |
| Participant deferral / active EE | $959 | $3,131-69.4% | $4,895-80.4% | $3,192-70.0% |
| Admin fee / account holder | $334 | $5,986-94.4% | $11,612-97.1% | $4,297-92.2% |