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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 | $11,354 | $99,345-88.6% | $84,753-86.6% | $273,972-95.9% |
| Participation rate | 31.8% | 80.7%-48.9pp | 76.6%-44.8pp | 83.0%-51.2pp |
| Annual return | -1.56% | 22.93%-24.5pp | 22.78%-24.3pp | 41.46%-43.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,942 | $4,270-54.5% | $3,712-47.7% | $5,287-63.3% |
| Admin fee / account holder | $526 | $6,645-92.1% | $5,333-90.1% | $10,133-94.8% |