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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 | $5,057 | $52,678-90.4% | $75,784-93.3% | $59,633-91.5% |
| Participation rate | 47.6% | 67.2%-19.6pp | 75.8%-28.2pp | 68.7%-21.1pp |
| Annual return | -11.83% | 2.95%-14.8pp | 9.68%-21.5pp | 2041.45%-2053.3pp |
| Employer contribution / active EE | $283 | $2,193-87.1% | $3,323-91.5% | $2,203-87.2% |
| Participant deferral / active EE | $1,747 | $2,591-32.6% | $3,652-52.2% | $3,192-45.3% |
| Admin fee / account holder | $1,012 | $3,610-72.0% | $5,300-80.9% | $4,297-76.5% |