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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 | $4,339 | $107,368-96.0% | $92,915-95.3% | $152,909-97.2% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 0.60% | 145.64%-145.0pp | 109.45%-108.8pp | 345.46%-344.9pp |
| Employer contribution / active EE | $356 | $4,222-91.6% | $3,653-90.3% | $4,764-92.5% |
| Participant deferral / active EE | $1,523 | $4,848-68.6% | $4,238-64.1% | $5,851-74.0% |
| Admin fee / account holder | $3,111 | $7,082-56.1% | $5,796-46.3% | $11,601-73.2% |