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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 | $6,048 | $167,362-96.4% | $143,799-95.8% | $134,532-95.5% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -22.56% | 0.47%-23.0pp | -0.04%-22.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $894 | $5,620-84.1% | $4,952-81.9% | $4,741-81.1% |
| Participant deferral / active EE | $2,148 | $6,447-66.7% | $5,638-61.9% | $6,401-66.4% |
| Admin fee / account holder | $953 | $18,094-94.7% | $14,677-93.5% | $11,429-91.7% |