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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 | $7,516 | $73,019-89.7% | $90,766-91.7% | $68,490-89.0% |
| Participation rate | 61.5% | 70.8%-9.3pp | 75.7%-14.2pp | 67.9%-6.4pp |
| Annual return | -22.89% | -13.81%-9.1pp | -12.16%-10.7pp | -7.85%-15.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,216 | $3,626-38.9% | $4,565-51.5% | $4,028-45.0% |
| Admin fee / account holder | $1,408 | $5,897-76.1% | $8,446-83.3% | $5,403-73.9% |