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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 | $7,359 | $77,816-90.5% | $123,552-94.0% | $64,173-88.5% |
| Participation rate | 68.9% | 74.7%-5.8pp | 82.3%-13.4pp | 69.6%-0.7pp |
| Annual return | -11.27% | 12.49%-23.8pp | 119.20%-130.5pp | 7.63%-18.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,839 | $5,240-45.8% | $6,426-55.8% | $3,470-18.2% |
| Admin fee / account holder | $555 | $5,519-89.9% | $9,285-94.0% | $4,887-88.6% |