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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 | $7,664 | $73,848-89.6% | $143,799-94.7% | $68,486-88.8% |
| Participation rate | 22.8% | 66.7%-43.9pp | 80.3%-57.5pp | 67.9%-45.1pp |
| Annual return | -28.70% | 0.91%-29.6pp | -0.04%-28.7pp | -7.85%-20.8pp |
| Employer contribution / active EE | $116 | $3,184-96.4% | $4,952-97.7% | $2,597-95.5% |
| Participant deferral / active EE | $993 | $3,385-70.7% | $5,638-82.4% | $4,028-75.4% |
| Admin fee / account holder | $359 | $5,755-93.8% | $14,677-97.6% | $5,404-93.3% |