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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 | $3,486 | $73,848-95.3% | $143,799-97.6% | $68,486-94.9% |
| Participation rate | 64.5% | 66.7%-2.1pp | 80.3%-15.8pp | 67.9%-3.4pp |
| Annual return | -21.60% | 0.91%-22.5pp | -0.04%-21.6pp | -7.85%-13.7pp |
| Employer contribution / active EE | $303 | $3,184-90.5% | $4,952-93.9% | $2,597-88.3% |
| Participant deferral / active EE | $2,034 | $3,385-39.9% | $5,638-63.9% | $4,028-49.5% |
| Admin fee / account holder | $1,144 | $5,755-80.1% | $14,677-92.2% | $5,404-78.8% |