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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 | $4,338 | $77,638-94.4% | $156,551-97.2% | $62,881-93.1% |
| Participation rate | 44.6% | 71.2%-26.6pp | 84.0%-39.4pp | 69.3%-24.7pp |
| Annual return | -12.82% | 50.33%-63.1pp | 32.23%-45.0pp | 20.14%-33.0pp |
| Employer contribution / active EE | $206 | $3,444-94.0% | $5,501-96.3% | $2,281-91.0% |
| Participant deferral / active EE | $1,152 | $3,046-62.2% | $4,871-76.4% | $3,203-64.0% |
| Admin fee / account holder | $442 | $5,561-92.1% | $13,028-96.6% | $4,296-89.7% |