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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 | $8,773 | $110,379-92.1% | $102,412-91.4% | $145,884-94.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | -9.20% | 24.84%-34.0pp | 24.94%-34.1pp | 551.85%-561.0pp |
| Employer contribution / active EE | $600 | $4,216-85.8% | $3,870-84.5% | $4,662-87.1% |
| Participant deferral / active EE | $2,525 | $5,622-55.1% | $5,060-50.1% | $6,690-62.3% |
| Admin fee / account holder | $934 | $9,745-90.4% | $8,388-88.9% | $13,392-93.0% |