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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 | $10,956 | $147,167-92.6% | $111,392-90.2% | $135,382-91.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 78.9%-12.2pp | 82.6%-16.0pp |
| Annual return | -8.70% | -4.44%-4.3pp | -2.06%-6.6pp | 519.77%-528.5pp |
| Employer contribution / active EE | $699 | $5,204-86.6% | $4,328-83.9% | $4,779-85.4% |
| Participant deferral / active EE | $3,605 | $6,565-45.1% | $5,567-35.2% | $5,609-35.7% |
| Admin fee / account holder | $3,598 | $20,270-82.2% | $12,266-70.7% | $10,829-66.8% |