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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 | $4,859 | $167,533-97.1% | $151,645-96.8% | $134,545-96.4% |
| Participation rate | 65.0% | 88.4%-23.4pp | 87.5%-22.5pp | 81.2%-16.2pp |
| Annual return | -117.44% | 7.81%-125.3pp | 3.34%-120.8pp | 418.37%-535.8pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,387 | $8,985-51.2% | $8,363-47.5% | $6,401-31.5% |
| Admin fee / account holder | $604 | $13,781-95.6% | $11,614-94.8% | $11,431-94.7% |