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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 | $2,507 | $127,387-98.0% | $115,038-97.8% | $125,389-98.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -9.09% | 31.28%-40.4pp | 26.14%-35.2pp | 282.24%-291.3pp |
| Employer contribution / active EE | $362 | $5,166-93.0% | $4,608-92.2% | $4,866-92.6% |
| Participant deferral / active EE | $2,867 | $6,423-55.4% | $6,026-52.4% | $5,352-46.4% |
| Admin fee / account holder | $553 | $9,516-94.2% | $8,175-93.2% | $9,541-94.2% |