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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 | $3,322 | $228,352-98.5% | $185,835-98.2% | $158,966-97.9% |
| Participation rate | 17.6% | 82.3%-64.7pp | 78.0%-60.4pp | 82.0%-64.3pp |
| Annual return | -9.42% | 40.81%-50.2pp | 35.96%-45.4pp | 302.95%-312.4pp |
| Employer contribution / active EE | $257 | $4,967-94.8% | $4,087-93.7% | $4,762-94.6% |
| Participant deferral / active EE | $2,759 | $6,416-57.0% | $5,633-51.0% | $5,983-53.9% |
| Admin fee / account holder | $17,452 | $11,867+47.1% | $9,502+83.7% | $11,250+55.1% |