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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 | $10,968 | $84,518-87.0% | $67,704-83.8% | $125,389-91.3% |
| Participation rate | 22.2% | 74.8%-52.6pp | 67.5%-45.3pp | 83.2%-61.0pp |
| Annual return | -11.54% | 2.57%-14.1pp | 25.41%-36.9pp | 282.24%-293.8pp |
| Employer contribution / active EE | $37 | $3,292-98.9% | $2,559-98.6% | $4,866-99.2% |
| Participant deferral / active EE | $4,433 | $4,430+0.1% | $3,585+23.6% | $5,352-17.2% |
| Admin fee / account holder | $927 | $5,340-82.6% | $4,255-78.2% | $9,541-90.3% |