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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 | $3,430 | $97,732-96.5% | $83,831-95.9% | $135,380-97.5% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | -28.92% | 1287.56%-1316.5pp | 850.99%-879.9pp | 519.81%-548.7pp |
| Employer contribution / active EE | $547 | $4,222-87.1% | $3,631-84.9% | $4,779-88.6% |
| Participant deferral / active EE | $1,728 | $4,683-63.1% | $4,082-57.7% | $5,609-69.2% |
| Admin fee / account holder | $332 | $6,675-95.0% | $5,479-93.9% | $10,828-96.9% |