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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 | $5,113 | $172,111-97.0% | $150,298-96.6% | $137,256-96.3% |
| Participation rate | 60.9% | 81.7%-20.8pp | 77.8%-16.9pp | 80.0%-19.1pp |
| Annual return | -3.34% | 69.37%-72.7pp | 62.79%-66.1pp | 220.34%-223.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,871 | $6,166-69.6% | $5,453-65.7% | $6,407-70.8% |
| Admin fee / account holder | $597 | $16,471-96.4% | $14,116-95.8% | $12,270-95.1% |