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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 | $5,573 | $162,529-96.6% | $130,788-95.7% | $154,746-96.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | -0.69% | 510.48%-511.2pp | 386.44%-387.1pp | 172.34%-173.0pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,632 | $4,808-66.1% | $4,137-60.5% | $6,730-75.7% |
| Admin fee / account holder | $2,209 | $7,669-71.2% | $6,673-66.9% | $14,365-84.6% |