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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 | $1,233 | $101,618-98.8% | $93,063-98.7% | $137,256-99.1% |
| Participation rate | 57.9% | 74.9%-17.0pp | 72.1%-14.2pp | 80.0%-22.1pp |
| Annual return | -6.44% | 223.95%-230.4pp | 34.15%-40.6pp | 220.34%-226.8pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $771 | $4,279-82.0% | $3,958-80.5% | $6,407-88.0% |
| Admin fee / account holder | $1,467 | $6,198-76.3% | $6,033-75.7% | $12,270-88.0% |