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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 | $4,152 | $56,894-92.7% | $84,753-95.1% | $62,881-93.4% |
| Participation rate | 62.2% | 68.5%-6.4pp | 76.6%-14.4pp | 69.3%-7.1pp |
| Annual return | -2.66% | 6.30%-9.0pp | 22.78%-25.4pp | 20.14%-22.8pp |
| Employer contribution / active EE | $201 | $2,400-91.6% | $3,574-94.4% | $2,281-91.2% |
| Participant deferral / active EE | $2,035 | $2,709-24.9% | $3,712-45.2% | $3,203-36.5% |
| Admin fee / account holder | $438 | $3,581-87.8% | $5,333-91.8% | $4,296-89.8% |