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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 | $2,094 | $32,117-93.5% | $71,086-97.1% | $64,173-96.7% |
| Participation rate | 51.9% | 42.7%+9.2pp | 54.7%-2.7pp | 69.6%-17.6pp |
| Annual return | -10.71% | -5.57%-5.1pp | 650.59%-661.3pp | 7.63%-18.3pp |
| Employer contribution / active EE | $95 | $712-86.7% | $1,088-91.3% | $2,381-96.0% |
| Participant deferral / active EE | $742 | $1,263-41.3% | $1,874-60.4% | $3,470-78.6% |
| Admin fee / account holder | $571 | $2,759-79.3% | $3,082-81.5% | $4,887-88.3% |