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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 | $7,772 | $39,132-80.1% | $57,196-86.4% | $62,881-87.6% |
| Participation rate | 57.4% | 70.5%-13.0pp | 75.3%-17.9pp | 69.3%-11.9pp |
| Annual return | -3.81% | 9.24%-13.0pp | 14.59%-18.4pp | 20.14%-24.0pp |
| Employer contribution / active EE | $327 | $1,874-82.5% | $2,683-87.8% | $2,281-85.6% |
| Participant deferral / active EE | $1,079 | $2,374-54.6% | $3,096-65.2% | $3,203-66.3% |
| Admin fee / account holder | $840 | $2,594-67.6% | $3,141-73.2% | $4,296-80.4% |