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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 | $7,161 | $105,861-93.2% | $90,756-92.1% | $134,509-94.7% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -21.52% | -10.99%-10.5pp | -12.16%-9.4pp | 418.13%-439.7pp |
| Employer contribution / active EE | $293 | $3,463-91.5% | $2,922-90.0% | $4,741-93.8% |
| Participant deferral / active EE | $1,479 | $5,217-71.7% | $4,565-67.6% | $6,400-76.9% |
| Admin fee / account holder | $753 | $13,938-94.6% | $8,445-91.1% | $11,427-93.4% |