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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 | $4,849 | $167,353-97.1% | $143,797-96.6% | $134,545-96.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -47.23% | 0.48%-47.7pp | -0.04%-47.2pp | 418.37%-465.6pp |
| Employer contribution / active EE | $232 | $5,620-95.9% | $4,952-95.3% | $4,742-95.1% |
| Participant deferral / active EE | $3,195 | $6,447-50.4% | $5,638-43.3% | $6,401-50.1% |
| Admin fee / account holder | $389 | $18,096-97.8% | $14,679-97.3% | $11,431-96.6% |