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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 | $5,818 | $88,137-93.4% | $164,975-96.5% | $74,429-92.2% |
| Participation rate | 68.9% | 73.1%-4.2pp | 78.6%-9.7pp | 67.2%+1.7pp |
| Annual return | -5.77% | 17.13%-22.9pp | 70.12%-75.9pp | 1368.38%-1374.2pp |
| Employer contribution / active EE | $190 | $2,597-92.7% | $4,343-95.6% | $2,625-92.8% |
| Participant deferral / active EE | $2,280 | $4,501-49.3% | $6,033-62.2% | $4,348-47.6% |
| Admin fee / account holder | $777 | $2,231-65.2% | $12,688-93.9% | $1,944-60.0% |