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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 | $3,340 | $82,630-96.0% | $64,105-94.8% | $125,389-97.3% |
| Participation rate | 42.9% | 75.9%-33.0pp | 68.2%-25.3pp | 83.2%-40.3pp |
| Annual return | -9.36% | 1489.72%-1499.1pp | 791.24%-800.6pp | 282.24%-291.6pp |
| Employer contribution / active EE | $164 | $2,671-93.9% | $1,820-91.0% | $4,866-96.6% |
| Participant deferral / active EE | $841 | $3,608-76.7% | $2,822-70.2% | $5,352-84.3% |
| Admin fee / account holder | $918 | $6,382-85.6% | $4,499-79.6% | $9,541-90.4% |