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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 | $3,044 | $123,859-97.5% | $69,632-95.6% | $145,897-97.9% |
| Participation rate | 60.0% | 69.2%-9.2pp | 66.4%-6.4pp | 80.3%-20.3pp |
| Annual return | -3.72% | 192.49%-196.2pp | 101.32%-105.0pp | 552.29%-556.0pp |
| Employer contribution / active EE | $13 | $2,673-99.5% | $1,708-99.2% | $4,663-99.7% |
| Participant deferral / active EE | $1,415 | $4,242-66.6% | $2,889-51.0% | $6,689-78.8% |
| Admin fee / account holder | $431 | $7,817-94.5% | $4,695-90.8% | $13,390-96.8% |