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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 | $7,229 | $44,850-83.9% | $60,547-88.1% | $59,633-87.9% |
| Participation rate | 59.3% | 59.5%-0.2pp | 68.0%-8.7pp | 68.7%-9.4pp |
| Annual return | -5.61% | 1074.14%-1079.8pp | 335.64%-341.3pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $200 | $1,462-86.3% | $2,419-91.7% | $2,203-90.9% |
| Participant deferral / active EE | $817 | $2,230-63.4% | $3,328-75.5% | $3,192-74.4% |
| Admin fee / account holder | $1,139 | $3,635-68.7% | $4,536-74.9% | $4,297-73.5% |