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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 | $5,813 | $211,946-97.3% | $169,452-96.6% | $135,380-95.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -16.29% | 3.26%-19.6pp | 1.83%-18.1pp | 519.81%-536.1pp |
| Employer contribution / active EE | $326 | $5,117-93.6% | $4,157-92.2% | $4,779-93.2% |
| Participant deferral / active EE | $2,726 | $6,075-55.1% | $5,277-48.3% | $5,609-51.4% |
| Admin fee / account holder | $402 | $11,472-96.5% | $9,110-95.6% | $10,828-96.3% |