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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 | $4,886 | $45,872-89.3% | $77,100-93.7% | $68,490-92.9% |
| Participation rate | 64.9% | 55.9%+8.9pp | 67.9%-3.1pp | 67.9%-3.0pp |
| Annual return | -24.07% | 1.73%-25.8pp | 42.35%-66.4pp | -7.85%-16.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,328 | $2,963-21.4% | $4,430-47.4% | $4,028-42.2% |
| Admin fee / account holder | $1,550 | $3,041-49.0% | $5,443-71.5% | $5,403-71.3% |