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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 | $7,806 | $93,064-91.6% | $74,577-89.5% | $273,972-97.2% |
| Participation rate | 57.1% | 74.9%-17.8pp | 68.1%-11.0pp | 83.0%-25.9pp |
| Annual return | -8.69% | 26.18%-34.9pp | 20.47%-29.2pp | 41.46%-50.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $973 | $4,160-76.6% | $3,458-71.9% | $5,287-81.6% |
| Admin fee / account holder | $2,074 | $5,273-60.7% | $4,138-49.9% | $10,133-79.5% |