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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 | $3,185 | $160,028-98.0% | $147,080-97.8% | $145,884-97.8% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.6pp | 80.3%-27.7pp |
| Annual return | 5.15% | 98.60%-93.4pp | 420.17%-415.0pp | 551.85%-546.7pp |
| Employer contribution / active EE | $231 | $5,286-95.6% | $4,933-95.3% | $4,662-95.0% |
| Participant deferral / active EE | $3,644 | $8,422-56.7% | $8,066-54.8% | $6,690-45.5% |
| Admin fee / account holder | $3,161 | $15,030-79.0% | $12,989-75.7% | $13,392-76.4% |