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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 | $3,801 | $81,358-95.3% | $155,556-97.6% | $80,959-95.3% |
| Participation rate | 23.3% | 66.3%-43.0pp | 78.2%-55.0pp | 67.7%-44.4pp |
| Annual return | -0.84% | 33.39%-34.2pp | 64.84%-65.7pp | 35.67%-36.5pp |
| Employer contribution / active EE | $266 | $3,106-91.4% | $4,675-94.3% | $2,757-90.4% |
| Participant deferral / active EE | $908 | $3,455-73.7% | $5,631-83.9% | $4,300-78.9% |
| Admin fee / account holder | $5,542 | $7,994-30.7% | $15,885-65.1% | $6,925-20.0% |