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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 | $2,886 | $43,344-93.3% | $59,899-95.2% | $64,173-95.5% |
| Participation rate | 66.2% | 69.2%-3.0pp | 74.7%-8.5pp | 69.6%-3.4pp |
| Annual return | -11.17% | -1.55%-9.6pp | 3.46%-14.6pp | 7.63%-18.8pp |
| Employer contribution / active EE | $142 | $2,030-93.0% | $2,723-94.8% | $2,381-94.0% |
| Participant deferral / active EE | $809 | $2,547-68.2% | $3,402-76.2% | $3,470-76.7% |
| Admin fee / account holder | $321 | $3,008-89.3% | $3,592-91.1% | $4,887-93.4% |