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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 | $8,939 | $167,533-94.7% | $151,645-94.1% | $134,545-93.4% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -23.52% | 7.81%-31.3pp | 3.34%-26.9pp | 418.37%-441.9pp |
| Employer contribution / active EE | $1,106 | $6,828-83.8% | $6,165-82.1% | $4,742-76.7% |
| Participant deferral / active EE | $3,902 | $8,985-56.6% | $8,363-53.3% | $6,401-39.0% |
| Admin fee / account holder | $2,783 | $13,781-79.8% | $11,614-76.0% | $11,431-75.7% |