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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 | $9,177 | $142,409-93.6% | $119,634-92.3% | $134,545-93.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -25.46% | -12.46%-13.0pp | -14.98%-10.5pp | 418.37%-443.8pp |
| Employer contribution / active EE | $598 | $5,224-88.5% | $4,232-85.9% | $4,742-87.4% |
| Participant deferral / active EE | $3,516 | $6,468-45.6% | $5,601-37.2% | $6,401-45.1% |
| Admin fee / account holder | $3,458 | $13,594-74.6% | $10,329-66.5% | $11,431-69.7% |