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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 | $5,112 | $126,113-95.9% | $116,096-95.6% | $155,188-96.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 73.3%-13.3pp | 80.8%-20.8pp |
| Annual return | 0.26% | 391.72%-391.5pp | 326.25%-326.0pp | 148.84%-148.6pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,959 | $4,162-4.9% | $3,952+0.2% | $6,531-39.4% |
| Admin fee / account holder | $31,390 | $8,045+290.2% | $7,704+307.4% | $14,480+116.8% |