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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 | $9,324 | $77,638-88.0% | $156,551-94.0% | $62,881-85.2% |
| Participation rate | 22.2% | 71.2%-49.0pp | 84.0%-61.8pp | 69.3%-47.1pp |
| Annual return | -33.48% | 50.33%-83.8pp | 32.23%-65.7pp | 20.14%-53.6pp |
| Employer contribution / active EE | $259 | $3,444-92.5% | $5,501-95.3% | $2,281-88.6% |
| Participant deferral / active EE | $2,588 | $3,046-15.0% | $4,871-46.9% | $3,203-19.2% |
| Admin fee / account holder | $435 | $5,561-92.2% | $13,028-96.7% | $4,296-89.9% |