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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 | $7,586 | $111,535-93.2% | $105,223-92.8% | $137,256-94.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | -3.80% | 237.85%-241.7pp | 180.65%-184.4pp | 220.34%-224.1pp |
| Employer contribution / active EE | $205 | $3,939-94.8% | $3,689-94.5% | $4,156-95.1% |
| Participant deferral / active EE | $2,094 | $5,500-61.9% | $5,072-58.7% | $6,407-67.3% |
| Admin fee / account holder | $6,980 | $9,721-28.2% | $8,859-21.2% | $12,270-43.1% |