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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 | $18,073 | $113,338-84.1% | $94,993-81.0% | $147,585-87.8% |
| Participation rate | 62.5% | 78.0%-15.5pp | 73.9%-11.4pp | 82.8%-20.3pp |
| Annual return | -0.29% | 20.80%-21.1pp | 27.14%-27.4pp | 578.58%-578.9pp |
| Employer contribution / active EE | $28 | $3,160-99.1% | $2,603-98.9% | $4,876-99.4% |
| Participant deferral / active EE | $497 | $3,777-86.8% | $3,317-85.0% | $5,439-90.9% |
| Admin fee / account holder | $362 | $6,063-94.0% | $4,960-92.7% | $10,886-96.7% |