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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 | $4,467 | $75,832-94.1% | $147,618-97.0% | $59,633-92.5% |
| Participation rate | 34.0% | 71.6%-37.6pp | 84.6%-50.6pp | 68.7%-34.7pp |
| Annual return | -6.73% | 0.37%-7.1pp | 61.98%-68.7pp | 2041.40%-2048.1pp |
| Employer contribution / active EE | $149 | $3,485-95.7% | $5,565-97.3% | $2,203-93.2% |
| Participant deferral / active EE | $898 | $3,131-71.3% | $4,895-81.7% | $3,192-71.9% |
| Admin fee / account holder | $324 | $5,986-94.6% | $11,612-97.2% | $4,297-92.5% |