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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 | $5,682 | $124,330-95.4% | $109,173-94.8% | $167,536-96.6% |
| Participation rate | 57.1% | 79.5%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | -5.87% | 26.04%-31.9pp | 25.75%-31.6pp | 478.82%-484.7pp |
| Employer contribution / active EE | $219 | $4,209-94.8% | $3,723-94.1% | $4,839-95.5% |
| Participant deferral / active EE | $1,528 | $5,256-70.9% | $4,654-67.2% | $6,342-75.9% |
| Admin fee / account holder | $1,130 | $7,974-85.8% | $6,755-83.3% | $12,315-90.8% |