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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 | $8,407 | $33,067-74.6% | $76,518-89.0% | $56,289-85.1% |
| Participation rate | 18.1% | 55.4%-37.3pp | 68.0%-49.9pp | 69.9%-51.7pp |
| Annual return | -22.60% | 2.72%-25.3pp | -0.27%-22.3pp | -9.96%-12.6pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,115 | $2,240-50.2% | $3,836-70.9% | $3,350-66.7% |
| Admin fee / account holder | $381 | $537-29.1% | $4,849-92.1% | $521-26.9% |