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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 | $10,484 | $77,638-86.5% | $156,551-93.3% | $62,881-83.3% |
| Participation rate | 44.7% | 71.2%-26.5pp | 84.0%-39.3pp | 69.3%-24.6pp |
| Annual return | -1.70% | 50.33%-52.0pp | 32.23%-33.9pp | 20.14%-21.8pp |
| Employer contribution / active EE | $161 | $3,444-95.3% | $5,501-97.1% | $2,281-93.0% |
| Participant deferral / active EE | $1,149 | $3,046-62.3% | $4,871-76.4% | $3,203-64.1% |
| Admin fee / account holder | $1,131 | $5,561-79.7% | $13,028-91.3% | $4,296-73.7% |