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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 | $1,293 | $67,352-98.1% | $60,899-97.9% | $134,509-99.0% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -23.01% | 49.99%-73.0pp | 16.92%-39.9pp | 418.13%-441.1pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,814 | $4,539-60.0% | $3,817-52.5% | $6,400-71.7% |
| Admin fee / account holder | $3,315 | $4,585-27.7% | $3,225+2.8% | $11,427-71.0% |