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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 | $9,243 | $65,027-85.8% | $90,970-89.8% | $79,852-88.4% |
| Participation rate | 51.4% | 61.6%-10.3pp | 69.0%-17.7pp | 69.6%-18.3pp |
| Annual return | -2.28% | 30.45%-32.7pp | 134.58%-136.9pp | 31.72%-34.0pp |
| Employer contribution / active EE | $161 | $1,247-87.1% | $2,122-92.4% | $2,471-93.5% |
| Participant deferral / active EE | $1,381 | $2,512-45.0% | $3,373-59.1% | $3,740-63.1% |
| Admin fee / account holder | $21,452 | $4,535+373.0% | $5,960+259.9% | $5,306+304.3% |