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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 | $6,916 | $95,979-92.8% | $74,551-90.7% | $135,380-94.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -22.22% | 56.97%-79.2pp | 32.53%-54.8pp | 519.81%-542.0pp |
| Employer contribution / active EE | $254 | $2,716-90.6% | $1,961-87.0% | $4,779-94.7% |
| Participant deferral / active EE | $2,667 | $3,844-30.6% | $3,108-14.2% | $5,609-52.5% |
| Admin fee / account holder | $462 | $6,522-92.9% | $5,059-90.9% | $10,828-95.7% |