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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 | $7,887 | $40,275-80.4% | $57,356-86.2% | $59,633-86.8% |
| Participation rate | 40.8% | 69.1%-28.4pp | 75.1%-34.3pp | 68.7%-27.9pp |
| Annual return | -4.91% | 27.52%-32.4pp | 24.41%-29.3pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $249 | $1,921-87.0% | $2,689-90.7% | $2,203-88.7% |
| Participant deferral / active EE | $886 | $2,400-63.1% | $3,162-72.0% | $3,192-72.2% |
| Admin fee / account holder | $860 | $2,820-69.5% | $3,357-74.4% | $4,297-80.0% |