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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 | $12,672 | $75,962-83.3% | $154,108-91.8% | $64,173-80.3% |
| Participation rate | 56.3% | 70.4%-14.2pp | 83.0%-26.8pp | 69.6%-13.3pp |
| Annual return | -11.46% | 30.32%-41.8pp | 735.21%-746.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $308 | $3,350-90.8% | $5,298-94.2% | $2,381-87.1% |
| Participant deferral / active EE | $2,418 | $3,175-23.8% | $5,081-52.4% | $3,470-30.3% |
| Admin fee / account holder | $368 | $5,589-93.4% | $13,411-97.3% | $4,887-92.5% |