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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 | $9,780 | $93,346-89.5% | $71,796-86.4% | $273,972-96.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | -1.74% | 130.39%-132.1pp | 78.04%-79.8pp | 41.46%-43.2pp |
| Employer contribution / active EE | $226 | $2,733-91.7% | $1,924-88.2% | $4,869-95.3% |
| Participant deferral / active EE | $2,443 | $3,475-29.7% | $2,794-12.6% | $5,287-53.8% |
| Admin fee / account holder | $28,246 | $6,571+329.9% | $4,815+486.6% | $10,133+178.8% |