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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 | $3,650 | $127,387-97.1% | $115,038-96.8% | $125,389-97.1% |
| Participation rate | 8.3% | 84.2%-75.8pp | 81.4%-73.0pp | 83.2%-74.9pp |
| Annual return | -109.62% | 31.28%-140.9pp | 26.14%-135.8pp | 282.24%-391.9pp |
| Employer contribution / active EE | $29 | $5,166-99.4% | $4,608-99.4% | $4,866-99.4% |
| Participant deferral / active EE | $2,817 | $6,423-56.1% | $6,026-53.3% | $5,352-47.4% |
| Admin fee / account holder | $1,411 | $9,516-85.2% | $8,175-82.7% | $9,541-85.2% |