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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 | $8,496 | $211,946-96.0% | $169,452-95.0% | $135,380-93.7% |
| Participation rate | 20.0% | 82.6%-62.6pp | 77.8%-57.8pp | 82.6%-62.6pp |
| Annual return | -9.37% | 3.26%-12.6pp | 1.83%-11.2pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,396 | $6,075-77.0% | $5,277-73.5% | $5,609-75.1% |
| Admin fee / account holder | $902 | $11,472-92.1% | $9,110-90.1% | $10,828-91.7% |