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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 | $3,684 | $160,040-97.7% | $147,096-97.5% | $145,877-97.5% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | -5.56% | 98.49%-104.0pp | 419.75%-425.3pp | 551.28%-556.8pp |
| Employer contribution / active EE | $150 | $5,289-97.2% | $4,936-97.0% | $4,663-96.8% |
| Participant deferral / active EE | $3,741 | $8,429-55.6% | $8,071-53.7% | $6,691-44.1% |
| Admin fee / account holder | $105,583 | $15,050+601.6% | $13,005+711.9% | $13,402+687.8% |