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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 | $8,386 | $46,360-81.9% | $147,618-94.3% | $52,331-84.0% |
| Participation rate | 24.8% | 64.9%-40.1pp | 84.6%-59.8pp | 68.1%-43.3pp |
| Annual return | -7.32% | 1.62%-8.9pp | 61.98%-69.3pp | 4.54%-11.9pp |
| Employer contribution / active EE | $111 | $2,126-94.8% | $5,565-98.0% | $1,882-94.1% |
| Participant deferral / active EE | $1,259 | $2,258-44.2% | $4,895-74.3% | $3,022-58.3% |
| Admin fee / account holder | $886 | $766+15.7% | $11,612-92.4% | $592+49.8% |