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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 | $4,740 | $148,582-96.8% | $135,942-96.5% | $139,456-96.6% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | -62.63% | 79.26%-141.9pp | 68.28%-130.9pp | 373.45%-436.1pp |
| Employer contribution / active EE | $630 | $5,245-88.0% | $4,858-87.0% | $4,753-86.7% |
| Participant deferral / active EE | $2,511 | $8,101-69.0% | $7,759-67.6% | $6,711-62.6% |
| Admin fee / account holder | $860 | $12,402-93.1% | $10,764-92.0% | $11,407-92.5% |