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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 | $4,544 | $73,839-93.8% | $143,788-96.8% | $68,495-93.4% |
| Participation rate | 65.7% | 66.7%-1.0pp | 80.3%-14.6pp | 67.9%-2.2pp |
| Annual return | -21.18% | 1.01%-22.2pp | -0.03%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $254 | $3,184-92.0% | $4,952-94.9% | $2,596-90.2% |
| Participant deferral / active EE | $1,534 | $3,384-54.7% | $5,638-72.8% | $4,028-61.9% |
| Admin fee / account holder | $511 | $5,755-91.1% | $14,675-96.5% | $5,403-90.5% |