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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 | $7,999 | $51,228-84.4% | $77,096-89.6% | - |
| Participation rate | 37.4% | 44.6%-7.2pp | 67.9%-30.5pp | - |
| Annual return | -22.02% | 16.76%-38.8pp | 42.35%-64.4pp | - |
| Employer contribution / active EE | $381 | $1,482-74.3% | $2,814-86.5% | - |
| Participant deferral / active EE | $1,385 | $2,637-47.5% | $4,429-68.7% | - |
| Admin fee / account holder | $409 | $14,093-97.1% | $5,428-92.5% | - |