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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 | $5,821 | $73,009-92.0% | $90,760-93.6% | $68,486-91.5% |
| Participation rate | 48.4% | 70.8%-22.4pp | 75.7%-27.3pp | 67.9%-19.5pp |
| Annual return | -23.39% | -13.81%-9.6pp | -12.16%-11.2pp | -7.85%-15.5pp |
| Employer contribution / active EE | $467 | $2,193-78.7% | $2,922-84.0% | $2,597-82.0% |
| Participant deferral / active EE | $1,828 | $3,626-49.6% | $4,565-60.0% | $4,028-54.6% |
| Admin fee / account holder | $3,880 | $5,896-34.2% | $8,444-54.1% | $5,404-28.2% |