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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 | $4,249 | $67,372-93.7% | $60,906-93.0% | $134,532-96.8% |
| Participation rate | 52.2% | 76.2%-24.0pp | 73.1%-20.9pp | 81.2%-29.1pp |
| Annual return | -23.02% | 50.05%-73.1pp | 16.94%-40.0pp | 418.27%-441.3pp |
| Employer contribution / active EE | $7 | $3,099-99.8% | $2,703-99.7% | $4,741-99.8% |
| Participant deferral / active EE | $1,195 | $4,532-73.6% | $3,814-68.7% | $6,401-81.3% |
| Admin fee / account holder | $2,332 | $4,588-49.2% | $3,227-27.7% | $11,429-79.6% |