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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 | $42,914-86.3% | $60,888-90.4% | $68,498-91.4% |
| Participation rate | 34.4% | 66.8%-32.4pp | 73.1%-38.7pp | 67.9%-33.5pp |
| Annual return | -20.57% | -13.99%-6.6pp | 16.91%-37.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $8 | $1,979-99.6% | $2,702-99.7% | $2,596-99.7% |
| Participant deferral / active EE | $1,366 | $2,868-52.4% | $3,817-64.2% | $4,027-66.1% |
| Admin fee / account holder | $395 | $3,102-87.3% | $3,225-87.8% | $5,403-92.7% |