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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 | $4,424 | $91,559-95.2% | $133,978-96.7% | $79,856-94.5% |
| Participation rate | 58.1% | 73.3%-15.3pp | 79.8%-21.8pp | 69.6%-11.6pp |
| Annual return | -3.96% | 61.85%-65.8pp | 45.10%-49.1pp | 31.71%-35.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,806 | $3,734-51.6% | $5,047-64.2% | $3,741-51.7% |
| Admin fee / account holder | $971 | $6,321-84.6% | $8,930-89.1% | $5,306-81.7% |