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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 | $8,426 | $50,947-83.5% | $74,551-88.7% | $64,173-86.9% |
| Participation rate | 48.9% | 61.1%-12.1pp | 69.1%-20.2pp | 69.6%-20.6pp |
| Annual return | -9.39% | -1.85%-7.5pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $25 | $1,115-97.7% | $1,961-98.7% | $2,381-98.9% |
| Participant deferral / active EE | $1,206 | $2,302-47.6% | $3,108-61.2% | $3,470-65.3% |
| Admin fee / account holder | $825 | $4,221-80.5% | $5,059-83.7% | $4,887-83.1% |