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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 | $10,937 | $54,320-79.9% | $67,653-83.8% | $52,331-79.1% |
| Participation rate | 33.7% | 73.6%-39.9pp | 75.7%-42.0pp | 68.1%-34.4pp |
| Annual return | -3.03% | 6.81%-9.8pp | 6625.22%-6628.3pp | 4.54%-7.6pp |
| Employer contribution / active EE | $286 | $1,544-81.5% | $2,266-87.4% | $1,882-84.8% |
| Participant deferral / active EE | $1,828 | $2,950-38.0% | $3,560-48.6% | $3,022-39.5% |
| Admin fee / account holder | $1,770 | $527+236.0% | $4,821-63.3% | $592+199.1% |