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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 | $5,859 | $42,910-86.3% | $60,919-90.4% | $68,490-91.4% |
| Participation rate | 34.4% | 66.8%-32.3pp | 73.1%-38.7pp | 67.9%-33.5pp |
| Annual return | -20.57% | -13.99%-6.6pp | 16.96%-37.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $8 | $1,978-99.6% | $2,704-99.7% | $2,597-99.7% |
| Participant deferral / active EE | $1,366 | $2,866-52.3% | $3,814-64.2% | $4,028-66.1% |
| Admin fee / account holder | $395 | $3,104-87.3% | $3,228-87.8% | $5,403-92.7% |