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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 | $8,428 | $75,832-88.9% | $147,617-94.3% | $59,633-85.9% |
| Participation rate | 54.5% | 71.6%-17.0pp | 84.6%-30.1pp | 68.7%-14.1pp |
| Annual return | -2.75% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $105 | $3,485-97.0% | $5,564-98.1% | $2,203-95.2% |
| Participant deferral / active EE | $1,126 | $3,131-64.0% | $4,895-77.0% | $3,192-64.7% |
| Admin fee / account holder | $998 | $5,986-83.3% | $11,612-91.4% | $4,297-76.8% |