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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 | $2,337 | $95,917-97.6% | $79,583-97.1% | $134,545-98.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -22.37% | -2.70%-19.7pp | 0.16%-22.5pp | 418.37%-440.7pp |
| Employer contribution / active EE | $295 | $3,129-90.6% | $2,414-87.8% | $4,742-93.8% |
| Participant deferral / active EE | $3,366 | $4,694-28.3% | $3,986-15.5% | $6,401-47.4% |
| Admin fee / account holder | $1,404 | $9,132-84.6% | $6,835-79.5% | $11,431-87.7% |