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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 | $5,314 | $52,678-89.9% | $75,784-93.0% | $59,633-91.1% |
| Participation rate | 66.7% | 67.2%-0.6pp | 75.8%-9.2pp | 68.7%-2.0pp |
| Annual return | -6.01% | 2.95%-9.0pp | 9.68%-15.7pp | 2041.40%-2047.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,386 | $2,591-7.9% | $3,652-34.7% | $3,192-25.2% |
| Admin fee / account holder | $415 | $3,610-88.5% | $5,300-92.2% | $4,297-90.3% |