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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 | $10,726 | $71,878-85.1% | $86,698-87.6% | $68,486-84.3% |
| Participation rate | 59.3% | 72.2%-13.0pp | 76.6%-17.3pp | 67.9%-8.6pp |
| Annual return | -21.39% | 3.53%-24.9pp | 35.95%-57.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,144 | $3,779-16.8% | $4,656-32.5% | $4,028-21.9% |
| Admin fee / account holder | $1,127 | $6,113-81.6% | $7,493-85.0% | $5,404-79.2% |