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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 | $5,646 | $75,541-92.5% | $152,093-96.3% | $82,637-93.2% |
| Participation rate | 54.3% | 66.5%-12.3pp | 77.8%-23.5pp | 68.1%-13.8pp |
| Annual return | -2.27% | 32.56%-34.8pp | 66.36%-68.6pp | 53.51%-55.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,588 | $3,206-19.3% | $5,451-52.5% | $4,126-37.3% |
| Admin fee / account holder | $579 | $6,405-91.0% | $14,497-96.0% | $7,339-92.1% |