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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 | $10,657 | $77,638-86.3% | $156,551-93.2% | $62,881-83.1% |
| Participation rate | 34.6% | 71.2%-36.6pp | 84.0%-49.4pp | 69.3%-34.7pp |
| Annual return | -2.57% | 50.33%-52.9pp | 32.23%-34.8pp | 20.14%-22.7pp |
| Employer contribution / active EE | $232 | $3,444-93.3% | $5,501-95.8% | $2,281-89.8% |
| Participant deferral / active EE | $983 | $3,046-67.7% | $4,871-79.8% | $3,203-69.3% |
| Admin fee / account holder | $1,636 | $5,561-70.6% | $13,028-87.4% | $4,296-61.9% |