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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 | $3,366 | $58,241-94.2% | $81,780-95.9% | $80,911-95.8% |
| Participation rate | 51.5% | 63.4%-11.9pp | 72.4%-20.8pp | 67.6%-16.1pp |
| Annual return | 4.42% | 41.73%-37.3pp | 776.27%-771.9pp | 35.63%-31.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $829 | $3,283-74.7% | $4,321-80.8% | $4,297-80.7% |
| Admin fee / account holder | $311 | $4,973-93.7% | $7,384-95.8% | $6,935-95.5% |