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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 | $1,849 | $45,872-96.0% | $77,096-97.6% | $68,486-97.3% |
| Participation rate | 69.7% | 55.9%+13.8pp | 67.9%+1.8pp | 67.9%+1.8pp |
| Annual return | -20.19% | 1.73%-21.9pp | 42.35%-62.5pp | -7.85%-12.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $791 | $2,963-73.3% | $4,429-82.2% | $4,028-80.4% |
| Admin fee / account holder | $870 | $3,041-71.4% | $5,428-84.0% | $5,404-83.9% |