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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 | $8,263 | $181,896-95.5% | $156,551-94.7% | $273,972-97.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | -48.54% | 30.74%-79.3pp | 32.23%-80.8pp | 41.46%-90.0pp |
| Employer contribution / active EE | $800 | $6,248-87.2% | $5,501-85.5% | $4,869-83.6% |
| Participant deferral / active EE | $3,284 | $5,550-40.8% | $4,871-32.6% | $5,287-37.9% |
| Admin fee / account holder | $1,003 | $15,560-93.6% | $13,028-92.3% | $10,133-90.1% |