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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 | $5,954 | $56,339-89.4% | $104,301-94.3% | $68,495-91.3% |
| Participation rate | 65.5% | 63.3%+2.3pp | 73.3%-7.8pp | 67.9%-2.4pp |
| Annual return | -29.12% | -9.19%-19.9pp | 24.61%-53.7pp | -7.84%-21.3pp |
| Employer contribution / active EE | $203 | $1,960-89.6% | $3,373-94.0% | $2,596-92.2% |
| Participant deferral / active EE | $3,897 | $3,077+26.6% | $4,626-15.8% | $4,028-3.2% |
| Admin fee / account holder | $587 | $4,902-88.0% | $7,340-92.0% | $5,403-89.1% |