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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 | $3,626 | $87,544-95.9% | $75,784-95.2% | $125,388-97.1% |
| Participation rate | 59.1% | 80.2%-21.1pp | 75.8%-16.7pp | 83.2%-24.1pp |
| Annual return | -4.53% | 13.49%-18.0pp | 9.68%-14.2pp | 282.24%-286.8pp |
| Employer contribution / active EE | $10 | $3,930-99.7% | $3,323-99.7% | $4,866-99.8% |
| Participant deferral / active EE | $1,156 | $4,229-72.7% | $3,652-68.3% | $5,352-78.4% |
| Admin fee / account holder | $1,141 | $6,502-82.5% | $5,300-78.5% | $9,541-88.0% |