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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 | $4,711 | $57,352-91.8% | $83,831-94.4% | $64,173-92.7% |
| Participation rate | 64.3% | 68.6%-4.3pp | 76.1%-11.9pp | 69.6%-5.3pp |
| Annual return | -9.35% | 11.38%-20.7pp | 850.99%-860.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,250 | $2,993-58.2% | $4,082-69.4% | $3,470-64.0% |
| Admin fee / account holder | $542 | $4,046-86.6% | $5,479-90.1% | $4,887-88.9% |