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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 | $8,371 | $115,810-92.8% | $101,271-91.7% | $158,966-94.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | -1.27% | 56.15%-57.4pp | 46.48%-47.7pp | 302.95%-304.2pp |
| Employer contribution / active EE | $483 | $4,175-88.4% | $3,660-86.8% | $4,762-89.9% |
| Participant deferral / active EE | $2,369 | $4,958-52.2% | $4,371-45.8% | $5,983-60.4% |
| Admin fee / account holder | $1,087 | $7,248-85.0% | $5,948-81.7% | $11,250-90.3% |