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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 | $4,916 | $91,198-94.6% | $178,503-97.2% | $79,856-93.8% |
| Participation rate | 33.3% | 69.2%-35.9pp | 81.9%-48.6pp | 69.6%-36.3pp |
| Annual return | -36.20% | 24.20%-60.4pp | 151.12%-187.3pp | 31.71%-67.9pp |
| Employer contribution / active EE | $85 | $3,257-97.4% | $5,011-98.3% | $2,471-96.6% |
| Participant deferral / active EE | $1,133 | $3,237-65.0% | $5,202-78.2% | $3,741-69.7% |
| Admin fee / account holder | $1,141 | $6,748-83.1% | $13,987-91.8% | $5,306-78.5% |