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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 | $3,618 | $44,850-91.9% | $60,547-94.0% | $59,633-93.9% |
| Participation rate | 63.0% | 59.5%+3.5pp | 68.0%-5.0pp | 68.7%-5.7pp |
| Annual return | -4.10% | 1074.14%-1078.2pp | 335.64%-339.7pp | 2041.40%-2045.5pp |
| Employer contribution / active EE | $143 | $1,462-90.2% | $2,419-94.1% | $2,203-93.5% |
| Participant deferral / active EE | $1,144 | $2,230-48.7% | $3,328-65.6% | $3,192-64.1% |
| Admin fee / account holder | $394 | $3,635-89.1% | $4,536-91.3% | $4,297-90.8% |