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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 | $5,923 | $83,337-92.9% | $67,834-91.3% | $273,972-97.8% |
| Participation rate | 46.7% | 76.4%-29.8pp | 68.8%-22.1pp | 83.0%-36.3pp |
| Annual return | -0.95% | 259.45%-260.4pp | 138.47%-139.4pp | 41.46%-42.4pp |
| Employer contribution / active EE | $97 | $3,287-97.0% | $2,403-96.0% | $4,869-98.0% |
| Participant deferral / active EE | $1,003 | $4,088-75.5% | $3,160-68.3% | $5,287-81.0% |
| Admin fee / account holder | $3,671 | $6,752-45.6% | $4,622-20.6% | $10,133-63.8% |