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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 | $2,740 | $127,100-97.8% | $105,738-97.4% | $135,379-98.0% |
| Participation rate | 57.9% | 82.7%-24.8pp | 76.3%-18.4pp | 82.6%-24.7pp |
| Annual return | -10.42% | 4.49%-14.9pp | 6.27%-16.7pp | 519.79%-530.2pp |
| Employer contribution / active EE | $575 | $4,107-86.0% | $3,268-82.4% | $4,779-88.0% |
| Participant deferral / active EE | $1,435 | $5,064-71.7% | $4,080-64.8% | $5,609-74.4% |
| Admin fee / account holder | $1,807 | $9,087-80.1% | $6,913-73.9% | $10,828-83.3% |