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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 | $1,803 | $81,643-97.8% | $70,462-97.4% | $158,950-98.9% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | -1.84% | 208.51%-210.4pp | 109.08%-110.9pp | 302.91%-304.8pp |
| Employer contribution / active EE | $21 | $3,218-99.4% | $2,737-99.2% | $4,762-99.6% |
| Participant deferral / active EE | $2,821 | $4,555-38.1% | $3,710-24.0% | $5,983-52.9% |
| Admin fee / account holder | $5,516 | $6,194-10.9% | $3,845+43.5% | $11,248-51.0% |