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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 | $5,739 | $127,386-95.5% | $115,037-95.0% | $125,393-95.4% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | -5.23% | 31.28%-36.5pp | 26.14%-31.4pp | 282.23%-287.5pp |
| Employer contribution / active EE | $281 | $5,166-94.6% | $4,608-93.9% | $4,866-94.2% |
| Participant deferral / active EE | $3,256 | $6,423-49.3% | $6,026-46.0% | $5,351-39.2% |
| Admin fee / account holder | $1,149 | $9,516-87.9% | $8,175-85.9% | $9,541-88.0% |