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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 | $10,475 | $47,944-78.2% | $67,834-84.6% | $62,881-83.3% |
| Participation rate | 61.3% | 61.1%+0.2pp | 68.8%-7.5pp | 69.3%-8.0pp |
| Annual return | 3.56% | 11.77%-8.2pp | 138.47%-134.9pp | 20.14%-16.6pp |
| Employer contribution / active EE | $5 | $1,562-99.7% | $2,403-99.8% | $2,281-99.8% |
| Participant deferral / active EE | $1,154 | $2,247-48.6% | $3,160-63.5% | $3,203-64.0% |
| Admin fee / account holder | $1,008 | $3,712-72.8% | $4,622-78.2% | $4,296-76.5% |