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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 | $2,421 | $133,981-98.2% | $112,249-97.8% | $134,532-98.2% |
| Participation rate | 23.5% | 78.6%-55.0pp | 75.1%-51.5pp | 81.2%-57.7pp |
| Annual return | -30.39% | 47.16%-77.6pp | 27.48%-57.9pp | 418.27%-448.7pp |
| Employer contribution / active EE | $212 | $4,040-94.7% | $3,636-94.2% | $4,741-95.5% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $352 | $7,492-95.3% | $6,412-94.5% | $11,429-96.9% |