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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 | $4,317 | $110,379-96.1% | $102,412-95.8% | $145,884-97.0% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.6pp |
| Annual return | -52.88% | 24.84%-77.7pp | 24.94%-77.8pp | 551.85%-604.7pp |
| Employer contribution / active EE | $787 | $4,216-81.3% | $3,870-79.7% | $4,662-83.1% |
| Participant deferral / active EE | $2,772 | $5,622-50.7% | $5,060-45.2% | $6,690-58.6% |
| Admin fee / account holder | $1,648 | $9,745-83.1% | $8,388-80.3% | $13,392-87.7% |