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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 | $12,335 | $106,115-88.4% | $85,969-85.7% | $125,393-90.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 76.5%-9.9pp | 83.2%-16.5pp |
| Annual return | -5.11% | 13.93%-19.0pp | 9.32%-14.4pp | 282.23%-287.3pp |
| Employer contribution / active EE | $28 | $4,537-99.4% | $3,474-99.2% | $4,866-99.4% |
| Participant deferral / active EE | $2,767 | $4,859-43.1% | $3,829-27.8% | $5,351-48.3% |
| Admin fee / account holder | $455 | $8,144-94.4% | $6,053-92.5% | $9,541-95.2% |