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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 | $4,767 | $60,139-92.1% | $90,461-94.7% | $79,856-94.0% |
| Participation rate | 26.5% | 65.0%-38.5pp | 72.7%-46.2pp | 69.6%-43.2pp |
| Annual return | 0.87% | 71.96%-71.1pp | 1294.76%-1293.9pp | 31.71%-30.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,071 | $2,939-63.6% | $3,964-73.0% | $3,741-71.4% |
| Admin fee / account holder | $642 | $3,978-83.9% | $5,617-88.6% | $5,306-87.9% |