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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 | $3,218 | $150,412-97.9% | $120,574-97.3% | $145,884-97.8% |
| Participation rate | 60.0% | 78.8%-18.8pp | 71.9%-11.9pp | 80.3%-20.3pp |
| Annual return | 8.28% | 154.50%-146.2pp | 107.42%-99.1pp | 551.85%-543.6pp |
| Employer contribution / active EE | $23 | $4,355-99.5% | $3,471-99.3% | $4,662-99.5% |
| Participant deferral / active EE | $3,934 | $6,175-36.3% | $4,996-21.3% | $6,690-41.2% |
| Admin fee / account holder | $458 | $12,224-96.3% | $9,445-95.1% | $13,392-96.6% |