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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 | $6,312 | $133,981-95.3% | $112,249-94.4% | $134,532-95.3% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -25.36% | 47.16%-72.5pp | 27.48%-52.8pp | 418.27%-443.6pp |
| Employer contribution / active EE | $690 | $4,040-82.9% | $3,636-81.0% | $4,741-85.5% |
| Participant deferral / active EE | $1,735 | $5,292-67.2% | $4,729-63.3% | $6,401-72.9% |
| Admin fee / account holder | $924 | $7,492-87.7% | $6,412-85.6% | $11,429-91.9% |