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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 | $9,667 | $76,696-87.4% | $96,515-90.0% | $71,511-86.5% |
| Participation rate | 47.6% | 66.6%-19.0pp | 74.3%-26.8pp | 67.9%-20.3pp |
| Annual return | -4.85% | 48.32%-53.2pp | 35.73%-40.6pp | 28.86%-33.7pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,159 | $3,770-42.7% | $4,880-55.8% | $4,291-49.7% |
| Admin fee / account holder | $913 | $2,030-55.0% | $6,735-86.5% | $1,588-42.6% |