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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 | $8,814 | $54,162-83.7% | $68,612-87.2% | $64,173-86.3% |
| Participation rate | 25.0% | 68.1%-43.1pp | 72.2%-47.2pp | 69.6%-44.6pp |
| Annual return | -17.84% | -1.62%-16.2pp | -4.63%-13.2pp | 7.63%-25.5pp |
| Employer contribution / active EE | $301 | $1,846-83.7% | $2,625-88.5% | $2,381-87.4% |
| Participant deferral / active EE | $1,159 | $2,626-55.9% | $3,311-65.0% | $3,470-66.6% |
| Admin fee / account holder | $2,227 | $4,029-44.7% | $5,131-56.6% | $4,887-54.4% |