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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 | $6,630 | $54,355-87.8% | $82,744-92.0% | $68,486-90.3% |
| Participation rate | 63.0% | 63.9%-1.0pp | 72.6%-9.6pp | 67.9%-4.9pp |
| Annual return | -23.75% | -13.67%-10.1pp | 702.22%-726.0pp | -7.85%-15.9pp |
| Employer contribution / active EE | $30 | $2,219-98.7% | $3,008-99.0% | $2,597-98.9% |
| Participant deferral / active EE | $976 | $3,246-69.9% | $4,395-77.8% | $4,028-75.8% |
| Admin fee / account holder | $739 | $4,397-83.2% | $5,325-86.1% | $5,404-86.3% |