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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 | $8,792 | $110,083-92.0% | $151,639-94.2% | $68,486-87.2% |
| Participation rate | 53.6% | 84.0%-30.4pp | 87.5%-33.9pp | 67.9%-14.3pp |
| Annual return | -23.43% | -10.12%-13.3pp | 3.34%-26.8pp | -7.85%-15.6pp |
| Employer contribution / active EE | $815 | $4,470-81.8% | $6,165-86.8% | $2,597-68.6% |
| Participant deferral / active EE | $4,620 | $6,526-29.2% | $8,363-44.8% | $4,028+14.7% |
| Admin fee / account holder | $1,523 | $7,718-80.3% | $11,613-86.9% | $5,404-71.8% |