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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 | $9,895 | $60,139-83.5% | $90,461-89.1% | $79,856-87.6% |
| Participation rate | 62.2% | 65.0%-2.8pp | 72.7%-10.5pp | 69.6%-7.4pp |
| Annual return | 3.92% | 71.96%-68.0pp | 1294.76%-1290.8pp | 31.71%-27.8pp |
| Employer contribution / active EE | $31 | $2,069-98.5% | $3,264-99.0% | $2,471-98.7% |
| Participant deferral / active EE | $927 | $2,939-68.5% | $3,964-76.6% | $3,741-75.2% |
| Admin fee / account holder | $554 | $3,978-86.1% | $5,617-90.1% | $5,306-89.6% |