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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 | $1,669 | $59,834-97.2% | $79,576-97.9% | $68,495-97.6% |
| Participation rate | 64.0% | 61.1%+2.9pp | 69.5%-5.5pp | 67.9%-3.9pp |
| Annual return | -23.77% | -12.30%-11.5pp | 0.15%-23.9pp | -7.84%-15.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,969 | $3,024-1.8% | $3,985-25.5% | $4,028-26.3% |
| Admin fee / account holder | $554 | $4,835-88.5% | $6,834-91.9% | $5,403-89.7% |