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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 | $5,943 | $142,409-95.8% | $119,634-95.0% | $134,545-95.6% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -42.69% | -12.46%-30.2pp | -14.98%-27.7pp | 418.37%-461.1pp |
| Employer contribution / active EE | $899 | $5,224-82.8% | $4,232-78.8% | $4,742-81.0% |
| Participant deferral / active EE | $2,073 | $6,468-68.0% | $5,601-63.0% | $6,401-67.6% |
| Admin fee / account holder | $1,319 | $13,594-90.3% | $10,329-87.2% | $11,431-88.5% |