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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 | $4,871 | $50,947-90.4% | $74,551-93.5% | $64,173-92.4% |
| Participation rate | 28.1% | 61.1%-32.9pp | 69.1%-41.0pp | 69.6%-41.4pp |
| Annual return | -12.88% | -1.85%-11.0pp | 32.53%-45.4pp | 7.63%-20.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,165 | $2,302-49.4% | $3,108-62.5% | $3,470-66.4% |
| Admin fee / account holder | $1,371 | $4,221-67.5% | $5,059-72.9% | $4,887-72.0% |