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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 | $3,894 | $48,267-91.9% | $68,794-94.3% | $68,495-94.3% |
| Participation rate | 67.4% | 60.7%+6.8pp | 69.0%-1.6pp | 67.9%-0.5pp |
| Annual return | -32.02% | -12.70%-19.3pp | -6.37%-25.6pp | -7.84%-24.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,167 | $2,867-24.4% | $3,941-45.0% | $4,028-46.2% |
| Admin fee / account holder | $357 | $4,362-91.8% | $4,934-92.8% | $5,403-93.4% |