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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 | $7,093 | $65,712-89.2% | $57,196-87.6% | $273,972-97.4% |
| Participation rate | 58.3% | 78.3%-20.0pp | 75.3%-17.0pp | 83.0%-24.7pp |
| Annual return | -3.40% | 22.01%-25.4pp | 14.59%-18.0pp | 41.46%-44.9pp |
| Employer contribution / active EE | $49 | $3,280-98.5% | $2,683-98.2% | $4,869-99.0% |
| Participant deferral / active EE | $1,641 | $3,782-56.6% | $3,096-47.0% | $5,287-69.0% |
| Admin fee / account holder | $600 | $4,838-87.6% | $3,141-80.9% | $10,133-94.1% |