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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 | $14,447 | $165,381-91.3% | $149,730-90.4% | $158,966-90.9% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | -0.46% | 348.29%-348.8pp | 276.70%-277.2pp | 302.95%-303.4pp |
| Employer contribution / active EE | $220 | $5,104-95.7% | $4,645-95.3% | $4,762-95.4% |
| Participant deferral / active EE | $4,251 | $7,182-40.8% | $6,843-37.9% | $5,983-28.9% |
| Admin fee / account holder | $13,989 | $10,809+29.4% | $9,310+50.2% | $11,250+24.3% |