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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 | $9,938 | $59,191-83.2% | $76,767-87.1% | $56,289-82.3% |
| Participation rate | 30.0% | 75.2%-45.2pp | 77.0%-47.0pp | 69.9%-39.9pp |
| Annual return | -27.03% | 6.62%-33.7pp | 2.43%-29.5pp | -9.96%-17.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,204 | $3,255-1.6% | $3,852-16.8% | $3,350-4.3% |
| Admin fee / account holder | $584 | $489+19.4% | $6,675-91.2% | $521+12.1% |