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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 | $7,573 | $64,307-88.2% | $57,347-86.8% | $125,393-94.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 83.2%-23.2pp |
| Annual return | -3.98% | 25.14%-29.1pp | 24.40%-28.4pp | 282.23%-286.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,219 | $3,847-42.3% | $3,162-29.8% | $5,351-58.5% |
| Admin fee / account holder | $3,793 | $5,242-27.6% | $3,356+13.0% | $9,541-60.2% |