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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 | $4,939 | $85,790-94.2% | $67,313-92.7% | $135,379-96.4% |
| Participation rate | 55.6% | 76.5%-20.9pp | 69.1%-13.5pp | 82.6%-27.1pp |
| Annual return | -17.10% | -0.54%-16.6pp | -4.08%-13.0pp | 519.79%-536.9pp |
| Employer contribution / active EE | -$8 | $3,487-100.2% | $2,566-100.3% | $4,779-100.2% |
| Participant deferral / active EE | $1,705 | $4,651-63.4% | $3,568-52.2% | $5,609-69.6% |
| Admin fee / account holder | $463 | $6,392-92.8% | $4,507-89.7% | $10,828-95.7% |