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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 | $8,708 | $39,125-77.7% | $57,183-84.8% | $62,881-86.2% |
| Participation rate | 39.5% | 70.5%-31.0pp | 75.3%-35.8pp | 69.3%-29.8pp |
| Annual return | -4.09% | 9.24%-13.3pp | 14.59%-18.7pp | 20.14%-24.2pp |
| Employer contribution / active EE | $362 | $1,874-80.7% | $2,682-86.5% | $2,281-84.1% |
| Participant deferral / active EE | $847 | $2,374-64.3% | $3,096-72.7% | $3,203-73.6% |
| Admin fee / account holder | $1,397 | $2,593-46.1% | $3,139-55.5% | $4,296-67.5% |