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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 | $3,771 | $59,813-93.7% | $79,580-95.3% | $68,486-94.5% |
| Participation rate | 65.1% | 61.1%+4.0pp | 69.5%-4.4pp | 67.9%-2.8pp |
| Annual return | -20.06% | -12.30%-7.8pp | 0.15%-20.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,467 | $3,024-18.4% | $3,985-38.1% | $4,028-38.7% |
| Admin fee / account holder | $472 | $4,835-90.2% | $6,835-93.1% | $5,404-91.3% |