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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 | $8,572 | $106,247-91.9% | $96,515-91.1% | $139,466-93.9% |
| Participation rate | 36.8% | 77.8%-41.0pp | 74.3%-37.5pp | 80.3%-43.5pp |
| Annual return | -0.62% | 38.47%-39.1pp | 35.73%-36.3pp | 373.66%-374.3pp |
| Employer contribution / active EE | $785 | $4,106-80.9% | $3,740-79.0% | $4,754-83.5% |
| Participant deferral / active EE | $1,804 | $5,456-66.9% | $4,880-63.0% | $6,712-73.1% |
| Admin fee / account holder | $401 | $7,885-94.9% | $6,735-94.0% | $11,409-96.5% |