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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 | $5,073 | $167,362-97.0% | $143,799-96.5% | $134,532-96.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -120.38% | 0.47%-120.9pp | -0.04%-120.3pp | 418.27%-538.6pp |
| Employer contribution / active EE | $689 | $5,620-87.7% | $4,952-86.1% | $4,741-85.5% |
| Participant deferral / active EE | $3,561 | $6,447-44.8% | $5,638-36.8% | $6,401-44.4% |
| Admin fee / account holder | $537 | $18,094-97.0% | $14,677-96.3% | $11,429-95.3% |