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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 | $7,986 | $72,177-88.9% | $115,037-93.1% | $59,633-86.6% |
| Participation rate | 41.9% | 72.6%-30.6pp | 81.4%-39.4pp | 68.7%-26.7pp |
| Annual return | -9.59% | 12.02%-21.6pp | 26.14%-35.7pp | 2041.40%-2051.0pp |
| Employer contribution / active EE | $46 | $2,841-98.4% | $4,608-99.0% | $2,203-97.9% |
| Participant deferral / active EE | $4,439 | $4,783-7.2% | $6,026-26.3% | $3,192+39.1% |
| Admin fee / account holder | $548 | $4,927-88.9% | $8,175-93.3% | $4,297-87.2% |